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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 | $543,354 | $278,553+95.1% | $267,477+103.1% | $349,369+55.5% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -9.48% | -41.92%+32.4pp | -38.86%+29.4pp | -14.65%+5.2pp |
| Employer contribution / active EE | $69,463 | $40,095+73.2% | $37,752+84.0% | $46,321+50.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $30,667 | $15,763+94.5% | $16,942+81.0% | $14,582+110.3% |