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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 | $675,675 | $282,126+139.5% | $282,126+139.5% | $254,510+165.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 10.33% | 1315.74%-1305.4pp | 1087.39%-1077.1pp | 259.14%-248.8pp |
| Employer contribution / active EE | $72,193 | $46,882+54.0% | $42,245+70.9% | $41,471+74.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $5,544 | $2,639+110.0% | $2,639+110.0% | $21,546-74.3% |