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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 | $283,622 | $274,299+3.4% | $274,299+3.4% | $286,788-1.1% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 7.89% | 8.66%-0.8pp | 8.84%-1.0pp | 9.30%-1.4pp |
| Employer contribution / active EE | $38,729 | $69,684-44.4% | $67,498-42.6% | $43,748-11.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $16,797 | $46,528-63.9% | $46,528-63.9% | $12,596+33.4% |