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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 | $443,748 | $202,389+119.3% | $198,173+123.9% | $248,183+78.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 11.94% | 9.90%+2.0pp | 10.16%+1.8pp | 10.21%+1.7pp |
| Employer contribution / active EE | $102,662 | $36,071+184.6% | $33,192+209.3% | $42,272+142.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $21,680 | $7,397+193.1% | $7,531+187.9% | $13,518+60.4% |