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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 | $5,391 | $75,832-92.9% | $147,617-96.3% | $59,633-91.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.63% | 0.37%+0.3pp | 61.98%-61.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,102 | $3,485-68.4% | $5,564-80.2% | $2,203-50.0% |
| Participant deferral / active EE | $815 | $3,131-74.0% | $4,895-83.4% | $3,192-74.5% |
| Admin fee / account holder | $871 | $5,986-85.5% | $11,612-92.5% | $4,297-79.7% |