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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 | $396,305 | $396,3050% | $396,3050% | $340,936+16.2% |
| Participation rate | 100.0% | 19.0%+81.0pp | 13.3%+86.7pp | 31.0%+69.0pp |
| Annual return | 12.49% | 96.71%-84.2pp | 78.99%-66.5pp | 14.18%-1.7pp |
| Employer contribution / active EE | $75,509 | $35,411+113.2% | $29,717+154.1% | $33,339+126.5% |
| Participant deferral / active EE | $0 | $246-100.0% | $224-100.0% | $68-100.0% |
| Admin fee / account holder | $3,725 | $3,7250% | $3,7250% | $17,688-78.9% |