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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 | $1,581,431 | $198,814+695.4% | $198,814+695.4% | $289,147+446.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 2.43% | 15.34%-12.9pp | 12.03%-9.6pp | 12.61%-10.2pp |
| Employer contribution / active EE | $20,000 | $13,041+53.4% | $13,041+53.4% | $13,617+46.9% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $16,541 | $10,102+63.7% | $10,102+63.7% | $23,026-28.2% |