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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 | $592,742 | $337,865+75.4% | $346,182+71.2% | $254,542+132.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 7.31% | 12.82%-5.5pp | 13.48%-6.2pp | 12.16%-4.9pp |
| Employer contribution / active EE | $100,000 | $49,622+101.5% | $47,067+112.5% | $44,747+123.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $4,433 | $14,867-70.2% | $14,572-69.6% | $17,640-74.9% |