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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 | $8,682 | $100,811-91.4% | $86,698-90.0% | $134,545-93.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.94% | 29.11%-47.0pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,151 | $3,490-38.4% | $2,837-24.2% | $4,742-54.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $775 | $10,926-92.9% | $7,492-89.7% | $11,431-93.2% |