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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 | $12,768 | $45,566-72.0% | $64,105-80.1% | $59,633-78.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 1.82% | 4.95%-3.1pp | 791.24%-789.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $638 | $934-31.7% | $1,820-64.9% | $2,203-71.0% |
| Participant deferral / active EE | $44 | $2,057-97.8% | $2,822-98.4% | $3,192-98.6% |
| Admin fee / account holder | $1,199 | $3,268-63.3% | $4,499-73.4% | $4,297-72.1% |