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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 | $11,841 | $46,360-74.5% | $147,617-92.0% | $52,331-77.4% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | 0.01% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,378 | $2,126+11.8% | $5,564-57.3% | $1,882+26.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $946 | $766+23.5% | $11,612-91.9% | $592+59.8% |