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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 | $10,037 | $165,361-93.9% | $149,715-93.3% | $158,950-93.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.30% | 348.24%-346.9pp | 276.66%-275.4pp | 302.91%-301.6pp |
| Employer contribution / active EE | $1,496 | $5,103-70.7% | $4,645-67.8% | $4,762-68.6% |
| Participant deferral / active EE | $2,244 | $7,182-68.8% | $6,842-67.2% | $5,983-62.5% |
| Admin fee / account holder | $2,516 | $10,808-76.7% | $9,310-73.0% | $11,248-77.6% |