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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $781,957 | $86,949+799.3% | $102,460+663.2% | $80,959+865.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.7%+11.6pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $61,563 | $2,370+2497.9% | $3,025+1935.0% | $2,757+2132.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $52,027 | $8,048+546.5% | $9,460+450.0% | $6,925+651.3% |