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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 | $552 | $69,518-99.2% | $59,887-99.1% | $135,379-99.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.08% | 7.95%-5.9pp | 3.46%-1.4pp | 519.79%-517.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $550 | $4,204-86.9% | $3,402-83.8% | $5,609-90.2% |
| Admin fee / account holder | $17,261 | $5,734+201.0% | $3,591+380.6% | $10,828+59.4% |