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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 | $456,227 | $663,797-31.3% | $663,797-31.3% | $330,599+38.0% |
| Participation rate | 100.0% | 47.2%+52.8pp | 40.5%+59.5pp | 43.7%+56.3pp |
| Annual return | 5.58% | 8.11%-2.5pp | 8.13%-2.6pp | 13.05%-7.5pp |
| Employer contribution / active EE | $13,817 | $43,909-68.5% | $42,719-67.7% | $37,664-63.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $597 | $13,741-95.7% | $13,741-95.7% | $31,365-98.1% |