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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 | $13,866 | $183,516-92.4% | $155,534-91.1% | $145,884-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.05% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,348 | $5,315-74.6% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $1,499 | $6,467-76.8% | $5,630-73.4% | $6,690-77.6% |
| Admin fee / account holder | $1,047 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |