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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 | $65,434 | $218,893-70.1% | $436,953-85.0% | $233,076-71.9% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -6.90% | -114.98%+108.1pp | -102.04%+95.1pp | -82.66%+75.8pp |
| Employer contribution / active EE | $20,000 | $39,361-49.2% | $36,232-44.8% | $43,771-54.3% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $726 | $11,759-93.8% | $12,721-94.3% | $11,204-93.5% |