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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 | $415,045 | $278,553+49.0% | $267,477+55.2% | $349,369+18.8% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -16.82% | -41.92%+25.1pp | -38.86%+22.0pp | -14.65%-2.2pp |
| Employer contribution / active EE | $67,500 | $40,095+68.3% | $37,752+78.8% | $46,321+45.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $1,791 | $15,763-88.6% | $16,942-89.4% | $14,582-87.7% |