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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 | $10,903 | $202,326-94.6% | $172,745-93.7% | $152,870-92.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.03% | 1029.72%-1028.7pp | 802.90%-801.9pp | 345.34%-344.3pp |
| Employer contribution / active EE | $2,835 | $5,858-51.6% | $5,144-44.9% | $4,763-40.5% |
| Participant deferral / active EE | $1,079 | $5,948-81.9% | $5,197-79.2% | $5,850-81.6% |
| Admin fee / account holder | $4,936 | $17,110-71.2% | $13,954-64.6% | $11,597-57.4% |