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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 | $29,081 | $209,422-86.1% | $178,503-83.7% | $158,982-81.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.80% | 188.81%-185.0pp | 151.12%-147.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $6,667 | $5,707+16.8% | $5,011+33.0% | $4,763+40.0% |
| Participant deferral / active EE | $156 | $5,955-97.4% | $5,202-97.0% | $5,983-97.4% |
| Admin fee / account holder | $338 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |