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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 | $6,554 | $105,867-93.8% | $90,760-92.8% | $134,532-95.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.74% | -10.99%-8.8pp | -12.16%-7.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,608 | $3,464-53.6% | $2,922-45.0% | $4,741-66.1% |
| Participant deferral / active EE | $701 | $5,217-86.6% | $4,565-84.7% | $6,401-89.1% |
| Admin fee / account holder | $2,220 | $13,936-84.1% | $8,444-73.7% | $11,429-80.6% |