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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 | $6,229 | $26,805-76.8% | $59,496-89.5% | $52,331-88.1% |
| Participation rate | 99.0% | 39.3%+59.7pp | 54.6%+44.5pp | 68.1%+30.9pp |
| Annual return | -0.57% | 2.61%-3.2pp | 182.05%-182.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $291 | $450-35.3% | $1,153-74.7% | $1,882-84.5% |
| Participant deferral / active EE | $0 | $916-100.0% | $1,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $529 | $305+73.6% | $2,232-76.3% | $592-10.5% |