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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 | $5,677 | $50,199-88.7% | $69,890-91.9% | $66,949-91.5% |
| Participation rate | 93.1% | 66.3%+26.7pp | 70.5%+22.6pp | 69.8%+23.2pp |
| Annual return | -13.48% | -13.85%+0.4pp | 190.84%-204.3pp | 1.57%-15.0pp |
| Employer contribution / active EE | $629 | $1,864-66.3% | $2,560-75.4% | $2,545-75.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $878 | $600+46.4% | $6,267-86.0% | $594+47.9% |