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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 | $29,951 | $209,874-85.7% | $189,537-84.2% | $167,536-82.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.15% | 748.61%-742.5pp | 555.34%-549.2pp | 478.82%-472.7pp |
| Employer contribution / active EE | $2,634 | $6,913-61.9% | $6,161-57.2% | $4,839-45.6% |
| Participant deferral / active EE | $1,228 | $8,934-86.3% | $8,220-85.1% | $6,342-80.6% |
| Admin fee / account holder | $773 | $14,299-94.6% | $12,048-93.6% | $12,315-93.7% |