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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 | $16,139 | $202,342-92.0% | $172,752-90.7% | $152,897-89.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.17% | 1029.83%-1024.7pp | 802.97%-797.8pp | 345.43%-340.3pp |
| Employer contribution / active EE | $4,229 | $5,858-27.8% | $5,144-17.8% | $4,764-11.2% |
| Participant deferral / active EE | $493 | $5,948-91.7% | $5,198-90.5% | $5,851-91.6% |
| Admin fee / account holder | $3,199 | $17,111-81.3% | $13,955-77.1% | $11,599-72.4% |