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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 | $12,699 | $202,342-93.7% | $172,753-92.6% | $152,909-91.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.03% | 1029.88%-1027.8pp | 803.00%-801.0pp | 345.46%-343.4pp |
| Employer contribution / active EE | $1,951 | $5,857-66.7% | $5,144-62.1% | $4,764-59.0% |
| Participant deferral / active EE | $661 | $5,948-88.9% | $5,198-87.3% | $5,851-88.7% |
| Admin fee / account holder | $434 | $17,112-97.5% | $13,956-96.9% | $11,601-96.3% |