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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 | $2,795 | $43,730-93.6% | $121,220-97.7% | $64,173-95.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 1.30% | 68.94%-67.6pp | 16.94%-15.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $4,011 | $1,297+209.3% | $4,023-0.3% | $2,381+68.5% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $51,429 | $3,502+1368.4% | $5,021+924.3% | $4,887+952.3% |