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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 | $10,109 | $202,345-95.0% | $172,755-94.1% | $152,885-93.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.94% | 1029.77%-1024.8pp | 802.94%-798.0pp | 345.39%-340.4pp |
| Employer contribution / active EE | $1,409 | $5,858-75.9% | $5,144-72.6% | $4,763-70.4% |
| Participant deferral / active EE | $1,033 | $5,948-82.6% | $5,198-80.1% | $5,851-82.4% |
| Admin fee / account holder | $1,557 | $17,111-90.9% | $13,955-88.8% | $11,598-86.6% |