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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 | $26,899 | $202,342-86.7% | $172,752-84.4% | $152,897-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.58% | 1029.83%-1025.2pp | 802.97%-798.4pp | 345.43%-340.8pp |
| Employer contribution / active EE | $2,722 | $5,858-53.5% | $5,144-47.1% | $4,764-42.9% |
| Participant deferral / active EE | $1,114 | $5,948-81.3% | $5,198-78.6% | $5,851-81.0% |
| Admin fee / account holder | $2,503 | $17,111-85.4% | $13,955-82.1% | $11,599-78.4% |