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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 | $76,093 | $115,878-34.3% | $98,614-22.8% | $233,076-67.4% |
| Participation rate | 100.0% | 33.3%+66.7pp | 8.8%+91.2pp | 46.4%+53.6pp |
| Annual return | 4.35% | -2.11%+6.5pp | -0.41%+4.8pp | -82.66%+87.0pp |
| Employer contribution / active EE | $4,564 | $24,662-81.5% | $15,396-70.4% | $43,771-89.6% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $13,440 | $3,511+282.8% | $2,970+352.6% | $11,204+20.0% |