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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 | $12,233 | $202,342-94.0% | $172,753-92.9% | $152,909-92.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.27% | 1029.88%-1026.6pp | 803.00%-799.7pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,456 | $5,857-58.1% | $5,144-52.3% | $4,764-48.4% |
| Participant deferral / active EE | $1,021 | $5,948-82.8% | $5,198-80.3% | $5,851-82.5% |
| Admin fee / account holder | $506 | $17,112-97.0% | $13,956-96.4% | $11,601-95.6% |