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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 | $312,066 | $212,470+46.9% | $428,620-27.2% | $254,542+22.6% |
| Participation rate | 87.5% | 52.4%+35.1pp | 46.0%+41.5pp | 47.3%+40.2pp |
| Annual return | 2.66% | 21.43%-18.8pp | 20.73%-18.1pp | 12.16%-9.5pp |
| Employer contribution / active EE | $16,738 | $39,472-57.6% | $36,503-54.1% | $44,747-62.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $1,557 | $5,476-71.6% | $7,495-79.2% | $17,640-91.2% |