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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 | $1,256,627 | $344,842+264.4% | $334,005+276.2% | $338,137+271.6% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 10.51% | 10.03%+0.5pp | 9.83%+0.7pp | 13.05%-2.5pp |
| Employer contribution / active EE | $75,000 | $31,899+135.1% | $30,308+147.5% | $37,647+99.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $4,411 | $60,407-92.7% | $53,840-91.8% | $30,946-85.7% |