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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 | $6,678 | $49,177-86.4% | $79,476-91.6% | $64,181-89.6% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -4.54% | -1.16%-3.4pp | 718.21%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $739 | $2,076-64.4% | $2,800-73.6% | $2,381-69.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $799 | $3,839-79.2% | $5,113-84.4% | $4,887-83.6% |