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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 | $559,237 | $225,449+148.1% | $219,466+154.8% | $237,064+135.9% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 9.71% | 4.17%+5.5pp | 5.00%+4.7pp | 4.16%+5.6pp |
| Employer contribution / active EE | $136,800 | $39,228+248.7% | $35,918+280.9% | $42,918+218.8% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $2,515 | $13,772-81.7% | $13,204-81.0% | $21,465-88.3% |