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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 | $261,589 | $522,493-49.9% | $522,493-49.9% | $237,064+10.3% |
| Participation rate | 100.0% | 47.3%+52.7pp | 37.0%+63.0pp | 45.6%+54.4pp |
| Annual return | -0.14% | 4.02%-4.2pp | 4.11%-4.3pp | 4.16%-4.3pp |
| Employer contribution / active EE | $14,616 | $38,217-61.8% | $35,308-58.6% | $42,918-65.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $14,616 | $8,766+66.7% | $8,766+66.7% | $21,465-31.9% |