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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 | $82,561 | $267,312-69.1% | $245,396-66.4% | $233,076-64.6% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -3.88% | -1035.07%+1031.2pp | -752.26%+748.4pp | -82.67%+78.8pp |
| Employer contribution / active EE | $15,556 | $39,756-60.9% | $31,802-51.1% | $43,771-64.5% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $8,480 | $1,364+521.6% | $1,223+593.2% | $11,204-24.3% |