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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 | $15,789 | $226,105-93.0% | $182,540-91.4% | $152,897-89.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.97% | 192.58%-189.6pp | 148.58%-145.6pp | 345.43%-342.5pp |
| Employer contribution / active EE | $2,460 | $4,978-50.6% | $4,076-39.7% | $4,764-48.4% |
| Participant deferral / active EE | $1,072 | $6,370-83.2% | $5,525-80.6% | $5,851-81.7% |
| Admin fee / account holder | $2,089 | $10,706-80.5% | $8,593-75.7% | $11,599-82.0% |