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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 | $11,680 | $202,342-94.2% | $172,753-93.2% | $152,909-92.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.86% | 1029.88%-1019.0pp | 803.00%-792.1pp | 345.46%-334.6pp |
| Employer contribution / active EE | $1,355 | $5,857-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $1,188 | $5,948-80.0% | $5,198-77.2% | $5,851-79.7% |
| Admin fee / account holder | $225,054 | $17,112+1215.2% | $13,956+1512.7% | $11,601+1840.0% |