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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 | $721,396 | $377,855+90.9% | $375,279+92.2% | $286,788+151.5% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 13.74% | 9.94%+3.8pp | 9.78%+4.0pp | 9.30%+4.4pp |
| Employer contribution / active EE | $87,500 | $49,417+77.1% | $46,882+86.6% | $43,748+100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $5,519 | $4,392+25.7% | $5,665-2.6% | $12,596-56.2% |