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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 | $13,002 | $202,342-93.6% | $172,753-92.5% | $152,909-91.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.23% | 1029.88%-1027.6pp | 803.00%-800.8pp | 345.46%-343.2pp |
| Employer contribution / active EE | $2,395 | $5,857-59.1% | $5,144-53.4% | $4,764-49.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,817 | $17,112-83.5% | $13,956-79.8% | $11,601-75.7% |