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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 | $14,445 | $39,162-63.1% | $100,671-85.7% | $59,633-75.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -0.34% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $603 | $1,151-47.6% | $4,012-85.0% | $2,203-72.6% |
| Participant deferral / active EE | $623 | $1,992-68.7% | $3,144-80.2% | $3,192-80.5% |
| Admin fee / account holder | $314 | $2,969-89.4% | $4,850-93.5% | $4,297-92.7% |