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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 | $14,092 | $65,082-78.3% | $81,367-82.7% | $59,633-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 0.16% | 1.16%-1.0pp | -0.92%+1.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,393 | $2,934-18.4% | $3,930-39.1% | $2,203+8.6% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,791 | $7,582-63.2% | $8,926-68.7% | $4,297-35.0% |