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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 | $278,992 | $218,893+27.5% | $436,953-36.2% | $233,076+19.7% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -10.36% | -114.99%+104.6pp | -102.04%+91.7pp | -82.67%+72.3pp |
| Employer contribution / active EE | $59,084 | $39,361+50.1% | $36,232+63.1% | $43,771+35.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $3,221 | $11,759-72.6% | $12,721-74.7% | $11,204-71.3% |