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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 | $3,258 | $77,523-95.8% | $100,383-96.8% | $80,874-96.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 37.21%-37.2pp | 49.26%-49.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,610 | $2,801-42.5% | $3,944-59.2% | $2,756-41.6% |
| Participant deferral / active EE | $2,757 | $6,822-59.6% | $8,086-65.9% | $4,297-35.8% |
| Admin fee / account holder | $352 | $5,899-94.0% | $7,900-95.5% | $6,935-94.9% |