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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 | $10,023 | $202,342-95.0% | $172,752-94.2% | $152,897-93.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.56% | 1029.83%-1018.3pp | 802.97%-791.4pp | 345.43%-333.9pp |
| Employer contribution / active EE | $8,905 | $5,858+52.0% | $5,144+73.1% | $4,764+86.9% |
| Participant deferral / active EE | $1,967 | $5,948-66.9% | $5,198-62.2% | $5,851-66.4% |
| Admin fee / account holder | $8,812 | $17,111-48.5% | $13,955-36.9% | $11,599-24.0% |