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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 | $5,572 | $72,177-92.3% | $115,037-95.2% | $59,633-90.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.15% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $879 | $2,841-69.1% | $4,608-80.9% | $2,203-60.1% |
| Participant deferral / active EE | $1,788 | $4,783-62.6% | $6,026-70.3% | $3,192-44.0% |
| Admin fee / account holder | $5,720 | $4,927+16.1% | $8,175-30.0% | $4,297+33.1% |