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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 | $8,185 | $167,353-95.1% | $143,797-94.3% | $134,545-93.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.71% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,600 | $6,447-75.2% | $5,638-71.6% | $6,401-75.0% |
| Admin fee / account holder | $6,750 | $18,096-62.7% | $14,679-54.0% | $11,431-40.9% |