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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 | $6,584 | $65,082-89.9% | $81,367-91.9% | $59,633-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 3.91% | 1.16%+2.7pp | -0.92%+4.8pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $1,908 | $2,934-35.0% | $3,930-51.5% | $2,203-13.4% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $352 | $7,582-95.4% | $8,926-96.1% | $4,297-91.8% |