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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 | $362,190+9.4% | $362,190+9.4% | $422,293-6.2% |
| Participation rate | 100.0% | 24.6%+75.4pp | 16.7%+83.3pp | 34.7%+65.3pp |
| Annual return | 12.49% | 61.62%-49.1pp | 51.06%-38.6pp | 12.28%+0.2pp |
| Employer contribution / active EE | $75,509 | $38,616+95.5% | $33,707+124.0% | $34,589+118.3% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $3,725 | $354,836-99.0% | $354,836-99.0% | $47,656-92.2% |