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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 | $10,143 | $142,392-92.9% | $119,622-91.5% | $134,532-92.5% |
| Participation rate | 78.6% | 82.8%-4.3pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -0.93% | -12.46%+11.5pp | -14.98%+14.0pp | 418.27%-419.2pp |
| Employer contribution / active EE | $1,253 | $5,224-76.0% | $4,232-70.4% | $4,741-73.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $808 | $13,593-94.1% | $10,328-92.2% | $11,429-92.9% |