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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 | $256,045 | $239,436+6.9% | $227,282+12.7% | $286,788-10.7% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 7.92% | 10.53%-2.6pp | 10.75%-2.8pp | 9.30%-1.4pp |
| Employer contribution / active EE | $42,608 | $37,410+13.9% | $35,170+21.1% | $43,748-2.6% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $610 | $4,800-87.3% | $4,611-86.8% | $12,596-95.2% |