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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 | $5,658 | $82,674-93.2% | $125,381-95.5% | $68,486-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.24% | -5.97%-7.3pp | 572.31%-585.5pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,112 | $6,111-81.8% | $7,448-85.1% | $4,028-72.4% |
| Admin fee / account holder | $514 | $6,277-91.8% | $10,007-94.9% | $5,404-90.5% |