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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 | $311,195 | $266,915+16.6% | $319,010-2.4% | $350,051-11.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | 0.43% | 12.39%-12.0pp | 10.22%-9.8pp | -14.65%+15.1pp |
| Employer contribution / active EE | $156,661 | $53,662+191.9% | $51,198+206.0% | $46,321+238.2% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $1,009 | $9,726-89.6% | $10,810-90.7% | $14,582-93.1% |