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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 | $15,825 | $82,032-80.7% | $123,106-87.1% | $59,633-73.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.04% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $5,577 | $3,297+69.2% | $5,151+8.3% | $2,203+153.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $344 | $5,881-94.1% | $9,015-96.2% | $4,297-92.0% |