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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 | $1,034,677 | $369,662+179.9% | $366,691+182.2% | $430,769+140.2% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 1.48% | 4.14%-2.7pp | 4.33%-2.8pp | 10.77%-9.3pp |
| Employer contribution / active EE | $20,000 | $20,741-3.6% | $20,650-3.1% | $26,022-23.1% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $10,311 | $28,289-63.6% | $27,257-62.2% | $18,309-43.7% |