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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 | $437,301 | $438,681-0.3% | $438,681-0.3% | $254,510+71.8% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 17.50% | 4.01%+13.5pp | 4.26%+13.2pp | 259.14%-241.6pp |
| Employer contribution / active EE | $200,000 | $56,756+252.4% | $54,767+265.2% | $41,471+382.3% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $1,192 | $2,187-45.5% | $2,187-45.5% | $21,546-94.5% |