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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 | $144,969 | $267,312-45.8% | $245,396-40.9% | $233,076-37.8% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -5.16% | -1035.07%+1029.9pp | -752.26%+747.1pp | -82.67%+77.5pp |
| Employer contribution / active EE | $47,536 | $39,756+19.6% | $31,802+49.5% | $43,771+8.6% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $659 | $1,364-51.7% | $1,223-46.1% | $11,204-94.1% |