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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 | $358,130 | $224,372+59.6% | $219,333+63.3% | $222,458+61.0% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -0.33% | -2.14%+1.8pp | -2.01%+1.7pp | -2.16%+1.8pp |
| Employer contribution / active EE | $60,345 | $37,296+61.8% | $34,453+75.2% | $42,949+40.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $3,190 | $5,081-37.2% | $5,362-40.5% | $12,572-74.6% |