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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 | $512,027 | $380,050+34.7% | $322,681+58.7% | $237,064+116.0% |
| Participation rate | 100.0% | 34.9%+65.1pp | 27.6%+72.4pp | 45.6%+54.4pp |
| Annual return | 6.66% | 3.71%+2.9pp | 4.07%+2.6pp | 4.16%+2.5pp |
| Employer contribution / active EE | $66,667 | $41,545+60.5% | $36,235+84.0% | $42,918+55.3% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $47,890 | $8,300+477.0% | $7,128+571.9% | $21,465+123.1% |