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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 | $20,259 | $202,342-90.0% | $172,753-88.3% | $152,909-86.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.88% | 1029.88%-1023.0pp | 803.00%-796.1pp | 345.46%-338.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $310 | $5,948-94.8% | $5,198-94.0% | $5,851-94.7% |
| Admin fee / account holder | $6,345 | $17,112-62.9% | $13,956-54.5% | $11,601-45.3% |