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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 | $5,932 | $202,342-97.1% | $172,753-96.6% | $152,909-96.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.90% | 1029.88%-1023.0pp | 803.00%-796.1pp | 345.46%-338.6pp |
| Employer contribution / active EE | $1,664 | $5,857-71.6% | $5,144-67.6% | $4,764-65.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,882 | $17,112-59.8% | $13,956-50.7% | $11,601-40.7% |