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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 | $9,012 | $45,152-80.0% | $73,836-87.8% | $59,633-84.9% |
| Participation rate | 96.6% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.9pp |
| Annual return | 0.74% | 27.40%-26.7pp | 2268.06%-2267.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $934 | $1,901-50.9% | $2,787-66.5% | $2,203-57.6% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $338 | $3,515-90.4% | $4,882-93.1% | $4,297-92.1% |