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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 | $144,839 | $276,582-47.6% | $1,035,159-86.0% | $233,076-37.9% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | 0.90% | -68.32%+69.2pp | -61.72%+62.6pp | -82.67%+83.6pp |
| Employer contribution / active EE | $40,000 | $50,529-20.8% | $47,703-16.1% | $43,771-8.6% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $6,346 | $5,930+7.0% | $5,792+9.6% | $11,204-43.4% |