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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 | $19,127 | $202,342-90.5% | $172,752-88.9% | $152,897-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.64% | 1029.83%-1026.2pp | 802.97%-799.3pp | 345.43%-341.8pp |
| Employer contribution / active EE | $2,667 | $5,858-54.5% | $5,144-48.2% | $4,764-44.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $712 | $17,111-95.8% | $13,955-94.9% | $11,599-93.9% |