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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 | $14,962 | $56,197-73.4% | $67,652-77.9% | $59,633-74.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.02% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,363 | $1,615-15.6% | $2,266-39.9% | $2,203-38.1% |
| Participant deferral / active EE | $1,016 | $2,844-64.3% | $3,560-71.5% | $3,192-68.2% |
| Admin fee / account holder | $721 | $3,958-81.8% | $4,821-85.1% | $4,297-83.2% |