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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 | $9,078 | $87,016-89.6% | $63,244-85.6% | $125,389-92.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.22% | 21.71%-21.5pp | -70.31%+70.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,774 | $3,601+60.3% | $2,322+148.7% | $4,866+18.7% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $564 | $11,954-95.3% | $5,893-90.4% | $9,541-94.1% |