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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 | $628,955-27.5% | $628,955-27.5% | $339,457+34.4% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 43.9%+56.1pp |
| Annual return | 5.58% | 8.11%-2.5pp | 8.13%-2.6pp | 13.05%-7.5pp |
| Employer contribution / active EE | $13,817 | $43,861-68.5% | $42,674-67.6% | $37,651-63.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $597 | $12,760-95.3% | $12,760-95.3% | $31,074-98.1% |