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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 | $11,481 | $45,438-74.7% | $80,004-85.6% | $59,633-80.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -1.16% | 5.10%-6.3pp | 7.63%-8.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $481 | $1,236-61.0% | $2,473-80.5% | $2,203-78.1% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $640 | $3,464-81.5% | $5,033-87.3% | $4,297-85.1% |