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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,096 | $202,342-94.5% | $172,752-93.6% | $152,897-92.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.20% | 1029.83%-1020.6pp | 802.97%-793.8pp | 345.43%-336.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,959 | $5,948-67.1% | $5,198-62.3% | $5,851-66.5% |
| Admin fee / account holder | $29,495 | $17,111+72.4% | $13,955+111.4% | $11,599+154.3% |