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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 | $802,220 | $340,597+135.5% | $328,890+143.9% | $418,949+91.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 41.1%+58.9pp | 35.7%+64.3pp |
| Annual return | 9.75% | 8.34%+1.4pp | 8.43%+1.3pp | 15.19%-5.4pp |
| Employer contribution / active EE | $51,433 | $30,496+68.7% | $29,249+75.8% | $34,877+47.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $44,333 | $11,069+300.5% | $10,081+339.8% | $50,584-12.4% |