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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 | $10,141 | $59,111-82.8% | $86,451-88.3% | $68,490-85.2% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -13.82% | -0.22%-13.6pp | 4398.51%-4412.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $866 | $5,900-85.3% | $6,953-87.5% | $4,028-78.5% |
| Admin fee / account holder | $544 | $5,640-90.3% | $6,734-91.9% | $5,403-89.9% |