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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 | $15,758 | $65,704-76.0% | $94,229-83.3% | $59,633-73.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.03% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,335 | $2,021-33.9% | $3,587-62.8% | $2,203-39.4% |
| Participant deferral / active EE | $888 | $3,143-71.8% | $4,320-79.5% | $3,192-72.2% |
| Admin fee / account holder | $1,301 | $4,265-69.5% | $6,269-79.2% | $4,297-69.7% |