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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 | $20,417 | $150,447-86.4% | $136,298-85.0% | $147,586-86.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.25% | 1049.15%-1044.9pp | 5156.27%-5152.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,247 | $5,256-76.3% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $1,604 | $6,631-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $65,477 | $10,906+500.4% | $9,244+608.3% | $10,886+501.5% |