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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 | $13,831 | $202,463-93.2% | $169,397-91.8% | $139,487-90.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 2.26% | 532.64%-530.4pp | 406.23%-404.0pp | 373.84%-371.6pp |
| Employer contribution / active EE | $12,519 | $4,694+166.7% | $4,013+212.0% | $4,755+163.3% |
| Participant deferral / active EE | $1,000 | $6,941-85.6% | $6,223-83.9% | $6,713-85.1% |
| Admin fee / account holder | $617 | $10,726-94.3% | $9,017-93.2% | $11,407-94.6% |