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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 | $785,242 | $326,582+140.4% | $319,634+145.7% | $254,173+208.9% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 3.42% | 204.13%-200.7pp | 175.18%-171.8pp | 259.17%-255.8pp |
| Employer contribution / active EE | $50,000 | $43,384+15.2% | $38,590+29.6% | $41,471+20.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $3,730 | $3,517+6.1% | $3,298+13.1% | $21,502-82.7% |