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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 | $267,311 | $343,683-22.2% | $333,750-19.9% | $349,369-23.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.4%+55.6pp |
| Annual return | -14.30% | -9.47%-4.8pp | -9.60%-4.7pp | -14.65%+0.3pp |
| Employer contribution / active EE | $40,480 | $58,413-30.7% | $56,630-28.5% | $46,321-12.6% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $19,219 | $5,347+259.4% | $5,181+271.0% | $14,582+31.8% |