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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 | $748,385 | $202,389+269.8% | $198,173+277.6% | $248,183+201.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 13.62% | 9.90%+3.7pp | 10.16%+3.5pp | 10.21%+3.4pp |
| Employer contribution / active EE | $113,000 | $36,071+213.3% | $33,192+240.4% | $42,272+167.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $3,076 | $7,397-58.4% | $7,531-59.2% | $13,518-77.2% |