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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 | $7,725 | $54,355-85.8% | $82,744-90.7% | $68,486-88.7% |
| Participation rate | 74.1% | 63.9%+10.1pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -14.06% | -13.67%-0.4pp | 702.22%-716.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $790 | $2,219-64.4% | $3,008-73.7% | $2,597-69.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $393 | $4,397-91.1% | $5,325-92.6% | $5,404-92.7% |