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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 | $677,258 | $444,907+52.2% | $304,612+122.3% | $382,429+77.1% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | -3.47% | 345.83%-349.3pp | 329.91%-333.4pp | 248.85%-252.3pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $31,000 | $7,127+335.0% | $5,388+475.3% | $5,727+441.3% |
| Admin fee / account holder | $16,382 | $16,329+0.3% | $12,962+26.4% | $30,732-46.7% |