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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 | $16,119 | $202,326-92.0% | $172,745-90.7% | $152,870-89.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.97% | 1029.72%-1024.8pp | 802.90%-797.9pp | 345.34%-340.4pp |
| Employer contribution / active EE | $2,392 | $5,858-59.2% | $5,144-53.5% | $4,763-49.8% |
| Participant deferral / active EE | $358 | $5,948-94.0% | $5,197-93.1% | $5,850-93.9% |
| Admin fee / account holder | $57,042 | $17,110+233.4% | $13,954+308.8% | $11,597+391.9% |