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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 | $5,223 | $202,342-97.4% | $172,753-97.0% | $152,909-96.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.89% | 1029.88%-1022.0pp | 803.00%-795.1pp | 345.46%-337.6pp |
| Employer contribution / active EE | $2,374 | $5,857-59.5% | $5,144-53.8% | $4,764-50.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $688 | $17,112-96.0% | $13,956-95.1% | $11,601-94.1% |