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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 | $1,845 | $167,362-98.9% | $143,799-98.7% | $134,532-98.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.39% | 0.47%-18.9pp | -0.04%-18.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $571 | $6,447-91.1% | $5,638-89.9% | $6,401-91.1% |
| Admin fee / account holder | $951 | $18,094-94.7% | $14,677-93.5% | $11,429-91.7% |