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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 | $306,266 | $203,784+50.3% | $178,317+71.8% | $418,949-26.9% |
| Participation rate | 100.0% | 35.5%+64.5pp | 20.5%+79.5pp | 35.7%+64.3pp |
| Annual return | 19.32% | 9.11%+10.2pp | 9.57%+9.7pp | 15.19%+4.1pp |
| Employer contribution / active EE | $133,333 | $34,784+283.3% | $26,706+399.3% | $34,877+282.3% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $1,135 | $1,890-39.9% | $1,620-29.9% | $50,584-97.8% |