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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 | $9,465 | $138,075-93.1% | $123,552-92.3% | $135,379-93.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,064 | $6,800-84.3% | $6,426-83.4% | $5,609-81.0% |
| Admin fee / account holder | $861 | $10,917-92.1% | $9,285-90.7% | $10,828-92.1% |