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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 | $913 | $82,674-98.9% | $125,381-99.3% | $68,486-98.7% |
| Participation rate | 82.4% | 75.1%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,189 | $6,111-80.6% | $7,448-84.0% | $4,028-70.5% |
| Admin fee / account holder | $457 | $6,277-92.7% | $10,007-95.4% | $5,404-91.6% |