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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 | $4,942 | $167,352-97.0% | $143,788-96.6% | $134,509-96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.27% | 0.47%-19.7pp | -0.03%-19.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $750 | $6,447-88.4% | $5,638-86.7% | $6,400-88.3% |
| Admin fee / account holder | $1,017 | $18,091-94.4% | $14,675-93.1% | $11,427-91.1% |