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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 | $18,465 | $131,835-86.0% | $108,582-83.0% | $273,972-93.3% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,861 | $4,913-62.1% | $3,758-50.5% | $4,869-61.8% |
| Participant deferral / active EE | $406 | $5,127-92.1% | $4,311-90.6% | $5,287-92.3% |
| Admin fee / account holder | $1,957 | $10,253-80.9% | $7,645-74.4% | $10,133-80.7% |