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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 | $2,072 | $77,817-97.3% | $123,553-98.3% | $64,173-96.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.95% | 12.49%-20.4pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,252 | $3,014-58.5% | $4,628-72.9% | $2,381-47.4% |
| Participant deferral / active EE | $778 | $5,240-85.2% | $6,426-87.9% | $3,470-77.6% |
| Admin fee / account holder | $414 | $5,519-92.5% | $9,284-95.5% | $4,887-91.5% |