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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 | $5,677 | $167,533-96.6% | $151,645-96.3% | $134,545-95.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.15% | 7.81%-21.0pp | 3.34%-16.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $35 | $8,985-99.6% | $8,363-99.6% | $6,401-99.5% |
| Admin fee / account holder | $7,061 | $13,781-48.8% | $11,614-39.2% | $11,431-38.2% |