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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 | $12,696 | $78,694-83.9% | $67,653-81.2% | $125,388-89.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.83% | 9.46%-10.3pp | 6625.22%-6626.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $926 | $3,044-69.6% | $2,266-59.1% | $4,866-81.0% |
| Participant deferral / active EE | $926 | $4,292-78.4% | $3,560-74.0% | $5,352-82.7% |
| Admin fee / account holder | $1,198 | $7,403-83.8% | $4,821-75.2% | $9,541-87.4% |