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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 | $11,359 | $150,445-92.4% | $136,297-91.7% | $147,585-92.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.39% | 1049.14%-1041.7pp | 5156.16%-5148.8pp | 578.57%-571.2pp |
| Employer contribution / active EE | $1,710 | $5,256-67.5% | $4,696-63.6% | $4,876-64.9% |
| Participant deferral / active EE | $992 | $6,631-85.0% | $6,247-84.1% | $5,439-81.8% |
| Admin fee / account holder | $10,023 | $10,906-8.1% | $9,244+8.4% | $10,885-7.9% |