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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 | $2,789 | $69,541-96.0% | $59,899-95.3% | $135,380-97.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.09% | 7.95%-12.0pp | 3.46%-7.6pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,286 | $3,236+1.5% | $2,723+20.7% | $4,779-31.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,809 | $5,737-68.5% | $3,592-49.6% | $10,828-83.3% |