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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 | $8,563 | $202,342-95.8% | $172,752-95.0% | $152,897-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.79% | 1029.83%-1024.0pp | 802.97%-797.2pp | 345.43%-339.6pp |
| Employer contribution / active EE | $2,696 | $5,858-54.0% | $5,144-47.6% | $4,764-43.4% |
| Participant deferral / active EE | $1,838 | $5,948-69.1% | $5,198-64.6% | $5,851-68.6% |
| Admin fee / account holder | $1,017 | $17,111-94.1% | $13,955-92.7% | $11,599-91.2% |