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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 | $3,710 | $142,361-97.4% | $119,608-96.9% | $134,509-97.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.81% | -12.46%-5.4pp | -14.98%-2.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,482 | $5,224-33.3% | $4,232-17.7% | $4,741-26.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,045 | $13,588-92.3% | $10,326-89.9% | $11,427-90.9% |