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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 | $604,950 | $385,501+56.9% | $350,496+72.6% | $248,183+143.8% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 9.83% | 13.23%-3.4pp | 12.88%-3.0pp | 10.21%-0.4pp |
| Employer contribution / active EE | $42,600 | $45,589-6.6% | $40,010+6.5% | $42,272+0.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $4,524 | $7,618-40.6% | $7,226-37.4% | $13,518-66.5% |