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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 | $23,040 | $72,404-68.2% | $110,243-79.1% | $64,173-64.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.43% | -6.29%+10.7pp | 314.76%-310.3pp | 7.63%-3.2pp |
| Employer contribution / active EE | $1,819 | $2,282-20.3% | $3,827-52.5% | $2,381-23.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,887 | $5,664-66.7% | $8,548-77.9% | $4,887-61.4% |