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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 | $946,416 | $276,582+242.2% | $1,035,159-8.6% | $233,076+306.1% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -7.10% | -68.32%+61.2pp | -61.72%+54.6pp | -82.67%+75.6pp |
| Employer contribution / active EE | $42,957 | $50,529-15.0% | $47,703-9.9% | $43,771-1.9% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $7,376 | $5,930+24.4% | $5,792+27.4% | $11,204-34.2% |