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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 | $20,035 | $209,428-90.4% | $178,498-88.8% | $158,950-87.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.51% | 188.78%-187.3pp | 151.09%-149.6pp | 302.91%-301.4pp |
| Employer contribution / active EE | $3,547 | $5,707-37.9% | $5,011-29.2% | $4,762-25.5% |
| Participant deferral / active EE | $553 | $5,955-90.7% | $5,202-89.4% | $5,983-90.8% |
| Admin fee / account holder | $754 | $17,077-95.6% | $13,985-94.6% | $11,248-93.3% |