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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 | $579,335 | $377,855+53.3% | $375,279+54.4% | $286,788+102.0% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 25.83% | 9.94%+15.9pp | 9.78%+16.1pp | 9.30%+16.5pp |
| Employer contribution / active EE | $75,000 | $49,417+51.8% | $46,882+60.0% | $43,748+71.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $18,627 | $4,392+324.1% | $5,665+228.8% | $12,596+47.9% |