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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 | $176,130 | $218,893-19.5% | $436,953-59.7% | $233,076-24.4% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -4.43% | -114.99%+110.6pp | -102.04%+97.6pp | -82.67%+78.2pp |
| Employer contribution / active EE | $67,500 | $39,361+71.5% | $36,232+86.3% | $43,771+54.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $320 | $11,759-97.3% | $12,721-97.5% | $11,204-97.1% |