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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 | $6,573 | $40,275-83.7% | $57,356-88.5% | $59,633-89.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.55% | 27.52%-27.0pp | 24.41%-23.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,215 | $1,921-36.7% | $2,689-54.8% | $2,203-44.8% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $404 | $2,820-85.7% | $3,357-88.0% | $4,297-90.6% |