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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 | $29,998 | $171,867-82.5% | $149,721-80.0% | $147,586-79.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.37% | 2113.36%-2111.0pp | 1501.67%-1499.3pp | 578.59%-576.2pp |
| Employer contribution / active EE | $1,471 | $6,275-76.6% | $5,444-73.0% | $4,876-69.8% |
| Participant deferral / active EE | $1,819 | $7,270-75.0% | $6,568-72.3% | $5,439-66.6% |
| Admin fee / account holder | $1,167 | $13,799-91.5% | $11,282-89.7% | $10,886-89.3% |