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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 | $2,227 | $64,311-96.5% | $57,356-96.1% | $125,389-98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.17% | 25.14%-23.0pp | 24.41%-22.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $19 | $3,846-99.5% | $3,162-99.4% | $5,352-99.6% |
| Admin fee / account holder | $694 | $5,243-86.8% | $3,357-79.3% | $9,541-92.7% |