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Employer 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 | $462,792 | $252,813+83.1% | $227,928+103.0% | $428,746+7.9% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | 18.34% | 2.59%+15.8pp | 2.99%+15.3pp | 331.92%-313.6pp |
| Employer contribution / active EE | $13,217 | $9,687+36.4% | $8,629+53.2% | $8,363+58.0% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $123,910 | $14,812+736.6% | $13,437+822.2% | $31,735+290.5% |