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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 | $5,703 | $98,240-94.2% | $82,312-93.1% | $147,586-96.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.92% | 30.85%-17.9pp | 25.88%-13.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,250 | $4,383-71.5% | $3,706-66.3% | $5,439-77.0% |
| Admin fee / account holder | $620 | $8,563-92.8% | $5,608-88.9% | $10,886-94.3% |