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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 | $389,330-22.5% | $358,286-15.8% | $483,350-37.6% |
| Participation rate | 100.0% | 94.2%+5.8pp | 90.2%+9.8pp | 89.0%+11.0pp |
| Annual return | 4.29% | -17.20%+21.5pp | -17.12%+21.4pp | 533.38%-529.1pp |
| Employer contribution / active EE | $8,547 | $9,367-8.8% | $8,560-0.2% | $9,034-5.4% |
| Participant deferral / active EE | $0 | $10,963-100.0% | $9,815-100.0% | $6,196-100.0% |
| Admin fee / account holder | $8,000 | $28,894-72.3% | $26,097-69.3% | $41,445-80.7% |