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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 | $4,029 | $52,678-92.4% | $75,784-94.7% | $59,633-93.2% |
| Participation rate | 93.0% | 67.2%+25.7pp | 75.8%+17.1pp | 68.7%+24.3pp |
| Annual return | -0.69% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $635 | $2,193-71.1% | $3,323-80.9% | $2,203-71.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,559 | $3,610-56.8% | $5,300-70.6% | $4,297-63.7% |