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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 | $724,483 | $344,842+110.1% | $334,005+116.9% | $339,457+113.4% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 9.50% | 10.02%-0.5pp | 9.82%-0.3pp | 13.05%-3.5pp |
| Employer contribution / active EE | $80,792 | $31,894+153.3% | $30,304+166.6% | $37,651+114.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $36,000 | $60,407-40.4% | $53,840-33.1% | $31,074+15.9% |