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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 | $168,851 | $276,582-39.0% | $1,035,159-83.7% | $233,076-27.6% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -5.41% | -68.32%+62.9pp | -61.72%+56.3pp | -82.66%+77.3pp |
| Employer contribution / active EE | $95,068 | $50,529+88.1% | $47,703+99.3% | $43,771+117.2% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $363 | $5,930-93.9% | $5,792-93.7% | $11,204-96.8% |