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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 | $8,491 | $202,345-95.8% | $172,755-95.1% | $152,885-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.97% | 1029.77%-1017.8pp | 802.94%-791.0pp | 345.39%-333.4pp |
| Employer contribution / active EE | $3,593 | $5,858-38.7% | $5,144-30.1% | $4,763-24.6% |
| Participant deferral / active EE | $1,910 | $5,948-67.9% | $5,198-63.3% | $5,851-67.4% |
| Admin fee / account holder | $423 | $17,111-97.5% | $13,955-97.0% | $11,598-96.4% |