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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 | $270,994 | $156,023+73.7% | $161,924+67.4% | $286,788-5.5% |
| Participation rate | 100.0% | 56.3%+43.8pp | 34.6%+65.4pp | 37.6%+62.4pp |
| Annual return | 4.71% | 9.86%-5.1pp | 10.41%-5.7pp | 9.30%-4.6pp |
| Employer contribution / active EE | $46,566 | $35,661+30.6% | $31,248+49.0% | $43,748+6.4% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $2,170 | $1,130+92.1% | $1,130+92.1% | $12,596-82.8% |