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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 | $416,494 | $215,441+93.3% | $215,441+93.3% | $233,076+78.7% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | 0.86% | 1.21%-0.3pp | 1.09%-0.2pp | -82.67%+83.5pp |
| Employer contribution / active EE | $18,750 | $59,814-68.7% | $57,621-67.5% | $43,771-57.2% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $2,477 | $10,762-77.0% | $10,762-77.0% | $11,204-77.9% |