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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 | $8,994 | $133,998-93.3% | $112,263-92.0% | $134,545-93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.76% | 47.17%-62.9pp | 27.49%-43.3pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,389 | $4,040-65.6% | $3,636-61.8% | $4,742-70.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $753 | $7,493-90.0% | $6,410-88.3% | $11,431-93.4% |