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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 | $19,497 | $192,869-89.9% | $192,869-89.9% | $233,076-91.6% |
| Participation rate | 100.0% | 59.0%+41.0pp | 36.2%+63.8pp | 46.4%+53.6pp |
| Annual return | 2.26% | -0.47%+2.7pp | -0.77%+3.0pp | -82.67%+84.9pp |
| Employer contribution / active EE | $18,750 | $34,803-46.1% | $29,514-36.5% | $43,771-57.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $13,110 | $42,257-69.0% | $42,257-69.0% | $11,204+17.0% |