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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 | $17,397 | $150,447-88.4% | $136,298-87.2% | $147,586-88.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.46% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $970 | $5,256-81.6% | $4,696-79.4% | $4,876-80.1% |
| Participant deferral / active EE | $1,176 | $6,631-82.3% | $6,247-81.2% | $5,439-78.4% |
| Admin fee / account holder | $886 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |