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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 | $10,575 | $150,447-93.0% | $136,298-92.2% | $147,586-92.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.08% | 1049.15%-1045.1pp | 5156.27%-5152.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $2,635 | $5,256-49.9% | $4,696-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $1,400 | $6,631-78.9% | $6,247-77.6% | $5,439-74.3% |
| Admin fee / account holder | $4,475 | $10,906-59.0% | $9,244-51.6% | $10,886-58.9% |