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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 | $17,540 | $202,342-91.3% | $172,753-89.8% | $152,909-88.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.09% | 1029.88%-1022.8pp | 803.00%-795.9pp | 345.46%-338.4pp |
| Employer contribution / active EE | $2,495 | $5,857-57.4% | $5,144-51.5% | $4,764-47.6% |
| Participant deferral / active EE | $1,042 | $5,948-82.5% | $5,198-80.0% | $5,851-82.2% |
| Admin fee / account holder | $1,703 | $17,112-90.0% | $13,956-87.8% | $11,601-85.3% |