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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 | $77,460-95.8% | $100,378-96.8% | $80,925-96.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 37.24%-37.2pp | 49.41%-49.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,610 | $2,801-42.5% | $3,942-59.2% | $2,756-41.6% |
| Participant deferral / active EE | $2,757 | $6,818-59.6% | $8,087-65.9% | $4,299-35.9% |
| Admin fee / account holder | $352 | $5,887-94.0% | $7,899-95.5% | $6,940-94.9% |