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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 | $304,228 | $267,312+13.8% | $245,396+24.0% | $233,076+30.5% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -12.53% | -1035.07%+1022.5pp | -752.26%+739.7pp | -82.67%+70.1pp |
| Employer contribution / active EE | $74,460 | $39,756+87.3% | $31,802+134.1% | $43,771+70.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $9,038 | $1,364+562.4% | $1,223+638.7% | $11,204-19.3% |