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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 | $202,342-92.0% | $172,753-90.7% | $152,909-89.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.97% | 1029.88%-1024.9pp | 803.00%-798.0pp | 345.46%-340.5pp |
| Employer contribution / active EE | $2,392 | $5,857-59.2% | $5,144-53.5% | $4,764-49.8% |
| Participant deferral / active EE | $358 | $5,948-94.0% | $5,198-93.1% | $5,851-93.9% |
| Admin fee / account holder | $57,042 | $17,112+233.4% | $13,956+308.7% | $11,601+391.7% |