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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 | $4,216 | $69,518-93.9% | $59,883-93.0% | $135,382-96.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.0pp | 82.6%+11.1pp |
| Annual return | -2.19% | 7.95%-10.1pp | 3.46%-5.7pp | 519.77%-522.0pp |
| Employer contribution / active EE | $1,001 | $3,235-69.0% | $2,722-63.2% | $4,779-79.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $302 | $5,734-94.7% | $3,591-91.6% | $10,829-97.2% |