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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 | $8,536 | $59,111-85.6% | $86,451-90.1% | $68,490-87.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.82% | -0.22%-16.6pp | 4398.51%-4415.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,184 | $5,900-79.9% | $6,953-83.0% | $4,028-70.6% |
| Admin fee / account holder | $607 | $5,640-89.2% | $6,734-91.0% | $5,403-88.8% |