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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 | $427,609 | $212,470+101.3% | $428,620-0.2% | $254,542+68.0% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 12.10% | 21.43%-9.3pp | 20.73%-8.6pp | 12.16%-0.1pp |
| Employer contribution / active EE | $17,500 | $39,472-55.7% | $36,503-52.1% | $44,747-60.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $40,451 | $5,476+638.7% | $7,495+439.7% | $17,640+129.3% |