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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 | $422,658 | $545,454-22.5% | $534,296-20.9% | $430,769-1.9% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 7.60% | -0.06%+7.7pp | 0.02%+7.6pp | 10.77%-3.2pp |
| Employer contribution / active EE | $39,229 | $34,675+13.1% | $34,080+15.1% | $26,022+50.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $58,579 | $11,320+417.5% | $11,850+394.3% | $18,309+220.0% |