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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 | $646,920 | $224,372+188.3% | $219,333+194.9% | $222,458+190.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -6.80% | -2.14%-4.7pp | -2.00%-4.8pp | -2.16%-4.6pp |
| Employer contribution / active EE | $83,333 | $37,316+123.3% | $34,470+141.8% | $42,957+94.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $1,368 | $5,081-73.1% | $5,362-74.5% | $12,572-89.1% |