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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 | $6,749 | $69,518-90.3% | $59,887-88.7% | $135,379-95.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | 1.41% | 7.95%-6.5pp | 3.46%-2.1pp | 519.79%-518.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $200 | $4,204-95.2% | $3,402-94.1% | $5,609-96.4% |
| Admin fee / account holder | $112,630 | $5,734+1864.1% | $3,591+3036.3% | $10,828+940.2% |