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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 | $3,854 | $43,075-91.1% | $74,577-94.8% | $62,881-93.9% |
| Participation rate | 81.3% | 58.1%+23.2pp | 68.1%+13.1pp | 69.3%+11.9pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,701 | $1,498+213.9% | $2,525+86.2% | $2,281+106.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,902 | $2,840+2.2% | $4,138-29.9% | $4,296-32.5% |