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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 | $6,831 | $100,811-93.2% | $86,698-92.1% | $134,545-94.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.74% | 29.11%-48.8pp | 35.96%-55.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,230 | $5,339-77.0% | $4,656-73.6% | $6,401-80.8% |
| Admin fee / account holder | $352 | $10,926-96.8% | $7,492-95.3% | $11,431-96.9% |