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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 | $969,117 | $433,437+123.6% | $415,992+133.0% | $479,618+102.1% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | 1.06% | -3.67%+4.7pp | -4.46%+5.5pp | 101.32%-100.3pp |
| Employer contribution / active EE | $16,667 | $19,293-13.6% | $19,238-13.4% | $22,484-25.9% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $21,875 | $6,332+245.5% | $6,482+237.5% | $12,520+74.7% |