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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 | $2,316 | $48,053-95.2% | $84,637-97.3% | $72,976-96.8% |
| Participation rate | 82.5% | 57.6%+24.9pp | 68.2%+14.3pp | 69.5%+13.0pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,153 | $1,602+34.4% | $2,653-18.9% | $2,440-11.8% |
| Participant deferral / active EE | $233 | $2,681-91.3% | $3,900-94.0% | $3,608-93.5% |
| Admin fee / account holder | $378 | $3,395-88.9% | $4,914-92.3% | $5,124-92.6% |