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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 | $5,809 | $138,075-95.8% | $123,552-95.3% | $135,379-95.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -3.34% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,731 | $6,800-74.5% | $6,426-73.1% | $5,609-69.1% |
| Admin fee / account holder | $5,553 | $10,917-49.1% | $9,285-40.2% | $10,828-48.7% |