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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 | $6,714 | $93,346-92.8% | $71,796-90.6% | $273,972-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.32% | 130.39%-128.1pp | 78.04%-75.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,250 | $2,733-54.3% | $1,924-35.0% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,130 | $6,571-67.6% | $4,815-55.8% | $10,133-79.0% |