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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 | $24,824 | $69,977-64.5% | $108,582-77.1% | $62,881-60.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.17% | 10.73%-3.6pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $725 | $2,135-66.1% | $3,758-80.7% | $2,281-68.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $966 | $5,076-81.0% | $7,645-87.4% | $4,296-77.5% |