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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 | $309,457 | $274,299+12.8% | $274,299+12.8% | $286,788+7.9% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 17.30% | 8.66%+8.6pp | 8.84%+8.5pp | 9.30%+8.0pp |
| Employer contribution / active EE | $60,000 | $69,684-13.9% | $67,498-11.1% | $43,748+37.1% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $2,579 | $46,528-94.5% | $46,528-94.5% | $12,596-79.5% |