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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 | $13,307 | $75,832-82.5% | $147,618-91.0% | $59,633-77.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.62% | 0.37%+0.3pp | 61.98%-61.4pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $1,064 | $3,485-69.5% | $5,565-80.9% | $2,203-51.7% |
| Participant deferral / active EE | $389 | $3,131-87.6% | $4,895-92.1% | $3,192-87.8% |
| Admin fee / account holder | $3,767 | $5,986-37.1% | $11,612-67.6% | $4,297-12.3% |