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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 | $6,320 | $47,977-86.8% | $154,108-95.9% | $56,289-88.8% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | 6.61% | 3.54%+3.1pp | 735.21%-728.6pp | -9.96%+16.6pp |
| Employer contribution / active EE | $2,460 | $2,169+13.4% | $5,298-53.6% | $2,111+16.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $323 | $438-26.3% | $13,411-97.6% | $521-38.0% |