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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 | $23,826 | $209,874-88.6% | $189,537-87.4% | $167,536-85.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.85% | 748.61%-740.8pp | 555.34%-547.5pp | 478.82%-471.0pp |
| Employer contribution / active EE | $2,091 | $6,913-69.8% | $6,161-66.1% | $4,839-56.8% |
| Participant deferral / active EE | $3,148 | $8,934-64.8% | $8,220-61.7% | $6,342-50.4% |
| Admin fee / account holder | $9,145 | $14,299-36.0% | $12,048-24.1% | $12,315-25.7% |