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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $594,780 | $352,342+68.8% | $336,864+76.6% | $233,076+155.2% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -5.81% | -3.41%-2.4pp | -3.29%-2.5pp | -82.67%+76.9pp |
| Employer contribution / active EE | $25,000 | $41,836-40.2% | $36,762-32.0% | $43,771-42.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $4,413 | $6,977-36.7% | $6,121-27.9% | $11,204-60.6% |