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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 | $4,256 | $69,012-93.8% | $160,009-97.3% | $68,486-93.8% |
| Participation rate | 79.1% | 65.4%+13.6pp | 78.0%+1.1pp | 67.9%+11.2pp |
| Annual return | -15.76% | -9.65%-6.1pp | 408.85%-424.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $747 | $4,212-82.3% | $6,183-87.9% | $4,028-81.5% |
| Admin fee / account holder | $4,105 | $4,798-14.4% | $8,715-52.9% | $5,404-24.0% |