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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 | $688,650 | $263,436+161.4% | $305,030+125.8% | $254,173+170.9% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 8.30% | 288.76%-280.5pp | 380.66%-372.4pp | 259.17%-250.9pp |
| Employer contribution / active EE | $61,000 | $47,316+28.9% | $45,083+35.3% | $41,471+47.1% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $5,001 | $13,313-62.4% | $12,800-60.9% | $21,502-76.7% |