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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 | $12,539 | $48,050-73.9% | $85,969-85.4% | $59,633-79.0% |
| Participation rate | 98.5% | 64.5%+34.0pp | 76.5%+21.9pp | 68.7%+29.8pp |
| Annual return | 3.03% | 0.29%+2.7pp | 9.32%-6.3pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $1,603 | $1,640-2.2% | $3,474-53.9% | $2,203-27.2% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $617 | $3,206-80.7% | $6,053-89.8% | $4,297-85.6% |