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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 | $17,970 | $69,977-74.3% | $108,582-83.5% | $62,881-71.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.35% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,616 | $2,135+69.4% | $3,758-3.8% | $2,281+58.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,443 | $5,076-71.6% | $7,645-81.1% | $4,296-66.4% |