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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 | $18,768 | $72,404-74.1% | $110,243-83.0% | $64,173-70.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,390 | $3,469-59.9% | $4,672-70.3% | $3,470-59.9% |
| Admin fee / account holder | $2,781 | $5,664-50.9% | $8,548-67.5% | $4,887-43.1% |