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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 | $25,114 | $202,342-87.6% | $172,753-85.5% | $152,909-83.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.55% | 1029.88%-1018.3pp | 803.00%-791.4pp | 345.46%-333.9pp |
| Employer contribution / active EE | $4,180 | $5,857-28.6% | $5,144-18.7% | $4,764-12.3% |
| Participant deferral / active EE | $596 | $5,948-90.0% | $5,198-88.5% | $5,851-89.8% |
| Admin fee / account holder | $669 | $17,112-96.1% | $13,956-95.2% | $11,601-94.2% |