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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 | $9,912 | $97,729-89.9% | $83,830-88.2% | $135,379-92.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -1.87% | 1287.52%-1289.4pp | 850.97%-852.8pp | 519.79%-521.7pp |
| Employer contribution / active EE | $1,678 | $4,222-60.3% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,814 | $6,674+47.0% | $5,479+79.1% | $10,828-9.4% |