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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 | $254,226 | $93,346+172.3% | $71,796+254.1% | $273,972-7.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.01% | 130.39%-125.4pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,714 | $2,733+292.0% | $1,924+456.8% | $4,869+120.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,056 | $6,571-53.5% | $4,815-36.5% | $10,133-69.8% |