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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 | $299,369 | $354,213-15.5% | $568,132-47.3% | $254,542+17.6% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 13.10% | 12.49%+0.6pp | 14.64%-1.5pp | 12.16%+0.9pp |
| Employer contribution / active EE | $47,500 | $52,238-9.1% | $41,831+13.6% | $44,747+6.2% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $1,597 | $5,274-69.7% | $36,942-95.7% | $17,640-90.9% |