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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 | $14,075 | $82,678-83.0% | $125,391-88.8% | $68,490-79.5% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -15.65% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,436 | $6,111-60.1% | $7,448-67.3% | $4,028-39.5% |
| Admin fee / account holder | $4,226 | $6,277-32.7% | $10,009-57.8% | $5,403-21.8% |