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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 | $1,629,421 | $278,553+485.0% | $267,477+509.2% | $349,369+366.4% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -13.40% | -41.92%+28.5pp | -38.86%+25.5pp | -14.65%+1.2pp |
| Employer contribution / active EE | $175,000 | $40,095+336.5% | $37,752+363.5% | $46,321+277.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $9,963 | $15,763-36.8% | $16,942-41.2% | $14,582-31.7% |