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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.)
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 | $835 | $48,078-98.3% | $78,676-98.9% | $62,881-98.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.36% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $39 | $2,587-98.5% | $3,517-98.9% | $3,203-98.8% |
| Admin fee / account holder | $2,187 | $3,206-31.8% | $4,510-51.5% | $4,296-49.1% |