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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 | $452,959 | $202,389+123.8% | $198,173+128.6% | $248,183+82.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 4.49% | 9.90%-5.4pp | 10.16%-5.7pp | 10.21%-5.7pp |
| Employer contribution / active EE | $100,000 | $36,071+177.2% | $33,192+201.3% | $42,272+136.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $655,566 | $7,397+8762.0% | $7,531+8605.4% | $13,518+4749.6% |