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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 | $21,779 | $89,259-75.6% | $107,187-79.7% | $82,637-73.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $859 | $3,080-72.1% | $3,782-77.3% | $2,552-66.3% |
| Participant deferral / active EE | $1,253 | $4,037-69.0% | $5,096-75.4% | $4,126-69.6% |
| Admin fee / account holder | $1,431 | $7,381-80.6% | $9,162-84.4% | $7,339-80.5% |