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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 | $24,492 | $72,404-66.2% | $110,243-77.8% | $64,173-61.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.95% | -6.29%+10.2pp | 314.76%-310.8pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,333 | $2,282-41.6% | $3,827-65.2% | $2,381-44.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $555 | $5,664-90.2% | $8,548-93.5% | $4,887-88.6% |