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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 | $427,133 | $204,494+108.9% | $358,154+19.3% | $237,064+80.2% |
| Participation rate | 100.0% | 39.7%+60.3pp | 37.4%+62.6pp | 45.6%+54.4pp |
| Annual return | 9.19% | 2.15%+7.0pp | 2.24%+6.9pp | 4.16%+5.0pp |
| Employer contribution / active EE | $37,500 | $53,629-30.1% | $54,559-31.3% | $42,918-12.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $1,621 | $3,530-54.1% | $6,053-73.2% | $21,465-92.4% |