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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 | $1,420,916 | $224,072+534.1% | $220,428+544.6% | $254,173+459.0% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 12.99% | 99.74%-86.8pp | 90.61%-77.6pp | 259.17%-246.2pp |
| Employer contribution / active EE | $199,225 | $35,080+467.9% | $32,730+508.7% | $41,471+380.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $7,060 | $13,610-48.1% | $12,805-44.9% | $21,502-67.2% |