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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 | $6,167 | $93,023-93.4% | $77,027-92.0% | $134,493-95.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.56% | 62.61%-76.2pp | 42.32%-55.9pp | 418.01%-431.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,813-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $589 | $5,238-88.8% | $4,427-86.7% | $6,400-90.8% |
| Admin fee / account holder | $8,227 | $6,944+18.5% | $5,425+51.6% | $11,425-28.0% |