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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 | $17,996 | $72,177-75.1% | $115,038-84.4% | $59,633-69.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.98% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $988 | $2,841-65.2% | $4,608-78.6% | $2,203-55.1% |
| Participant deferral / active EE | $1,050 | $4,783-78.0% | $6,026-82.6% | $3,192-67.1% |
| Admin fee / account holder | $1,362 | $4,927-72.4% | $8,175-83.3% | $4,297-68.3% |