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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 | $15,883 | $138,075-88.5% | $123,552-87.1% | $135,379-88.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -3.69% | 153.70%-157.4pp | 119.20%-122.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,513 | $6,800-77.8% | $6,426-76.5% | $5,609-73.0% |
| Admin fee / account holder | $19,721 | $10,917+80.7% | $9,285+112.4% | $10,828+82.1% |