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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $662,781 | $262,251+152.7% | $250,986+164.1% | $287,034+130.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 0.95% | 34.48%-33.5pp | 32.32%-31.4pp | 24.44%-23.5pp |
| Employer contribution / active EE | $43,001 | $36,000+19.4% | $33,960+26.6% | $41,341+4.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $6,282 | $10,641-41.0% | $10,141-38.1% | $22,013-71.5% |