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Employer 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 | $301,704 | $538,095-43.9% | $477,111-36.8% | $382,429-21.1% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 4.29% | 104.06%-99.8pp | 101.90%-97.6pp | 248.85%-244.6pp |
| Employer contribution / active EE | $8,547 | $9,361-8.7% | $8,708-1.8% | $8,036+6.4% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $8,000 | $48,739-83.6% | $42,132-81.0% | $30,732-74.0% |