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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 | $406,570 | $198,945+104.4% | $184,886+119.9% | $248,183+63.8% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 15.72% | 7.15%+8.6pp | 8.32%+7.4pp | 10.21%+5.5pp |
| Employer contribution / active EE | $100,000 | $38,756+158.0% | $30,793+224.8% | $42,272+136.6% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $12,050 | $3,060+293.7% | $2,802+330.0% | $13,518-10.9% |