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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 | $7,073 | $56,200-87.4% | $67,653-89.5% | $59,633-88.1% |
| Participation rate | 97.0% | 71.5%+25.5pp | 75.7%+21.3pp | 68.7%+28.3pp |
| Annual return | -0.10% | 18506.71%-18506.8pp | 6625.22%-6625.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,051 | $1,615-34.9% | $2,266-53.6% | $2,203-52.3% |
| Participant deferral / active EE | $996 | $2,843-65.0% | $3,560-72.0% | $3,192-68.8% |
| Admin fee / account holder | $1,482 | $3,959-62.6% | $4,821-69.3% | $4,297-65.5% |