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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 | $202,342-94.6% | $172,753-93.7% | $152,909-92.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.03% | 1029.88%-1028.8pp | 803.00%-802.0pp | 345.46%-344.4pp |
| Employer contribution / active EE | $2,835 | $5,857-51.6% | $5,144-44.9% | $4,764-40.5% |
| Participant deferral / active EE | $1,079 | $5,948-81.9% | $5,198-79.2% | $5,851-81.6% |
| Admin fee / account holder | $4,936 | $17,112-71.2% | $13,956-64.6% | $11,601-57.5% |