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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 | $7,786 | $167,353-95.3% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.57% | 0.48%-13.0pp | -0.04%-12.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,922 | $6,447-70.2% | $5,638-65.9% | $6,401-70.0% |
| Admin fee / account holder | $1,589 | $18,096-91.2% | $14,679-89.2% | $11,431-86.1% |