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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 | $17,634 | $72,177-75.6% | $115,038-84.7% | $59,633-70.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.16% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $750 | $2,841-73.6% | $4,608-83.7% | $2,203-65.9% |
| Participant deferral / active EE | $1,108 | $4,783-76.8% | $6,026-81.6% | $3,192-65.3% |
| Admin fee / account holder | $1,739 | $4,927-64.7% | $8,175-78.7% | $4,297-59.5% |