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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 | $3,668 | $176,402-97.9% | $134,155-97.3% | $158,931-97.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.15% | 63.64%-59.5pp | 36.33%-32.2pp | 302.86%-298.7pp |
| Employer contribution / active EE | $1,452 | $5,041-71.2% | $3,704-60.8% | $4,761-69.5% |
| Participant deferral / active EE | $0 | $4,092-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $12,517 | $8,719+43.6% | $6,685+87.2% | $11,247+11.3% |