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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 | $7,358 | $69,518-89.4% | $59,887-87.7% | $135,379-94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.66% | 7.95%-8.6pp | 3.46%-4.1pp | 519.79%-520.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $661 | $4,204-84.3% | $3,402-80.6% | $5,609-88.2% |
| Admin fee / account holder | $817 | $5,734-85.8% | $3,591-77.3% | $10,828-92.5% |