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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 | $29,800 | $202,345-85.3% | $172,755-82.8% | $152,885-80.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.97% | 1029.77%-1018.8pp | 802.94%-792.0pp | 345.39%-334.4pp |
| Employer contribution / active EE | $2,073 | $5,858-64.6% | $5,144-59.7% | $4,763-56.5% |
| Participant deferral / active EE | $374 | $5,948-93.7% | $5,198-92.8% | $5,851-93.6% |
| Admin fee / account holder | $57,989 | $17,111+238.9% | $13,955+315.6% | $11,598+400.0% |