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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 | $1,196,724 | $206,041+480.8% | $201,416+494.2% | $330,599+262.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 5.28% | 7.46%-2.2pp | 8.10%-2.8pp | 13.05%-7.8pp |
| Employer contribution / active EE | $25,686 | $34,689-26.0% | $28,649-10.3% | $37,652-31.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $9,554 | $63,103-84.9% | $60,136-84.1% | $31,365-69.5% |