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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 | $574,004 | $318,230+80.4% | $306,246+87.4% | $287,034+100.0% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 10.27% | 37.67%-27.4pp | 35.15%-24.9pp | 24.44%-14.2pp |
| Employer contribution / active EE | $66,667 | $48,357+37.9% | $46,386+43.7% | $41,341+61.3% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $21,434 | $4,311+397.1% | $4,448+381.9% | $22,013-2.6% |