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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 | $1,456 | $118,496-98.8% | $98,461-98.5% | $139,466-99.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,167 | $3,611-40.0% | $3,049-28.9% | $4,754-54.4% |
| Participant deferral / active EE | $214 | $5,393-96.0% | $4,738-95.5% | $6,712-96.8% |
| Admin fee / account holder | $1,120 | $14,056-92.0% | $8,961-87.5% | $11,409-90.2% |