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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 | $3,522 | $105,866-96.7% | $90,766-96.1% | $134,545-97.4% |
| Participation rate | 70.6% | 78.3%-7.7pp | 75.7%-5.1pp | 81.2%-10.6pp |
| Annual return | -20.36% | -10.99%-9.4pp | -12.16%-8.2pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $573 | $5,217-89.0% | $4,565-87.5% | $6,401-91.1% |
| Admin fee / account holder | $1,613 | $13,938-88.4% | $8,446-80.9% | $11,431-85.9% |