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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 | $257,555 | $85,790+200.2% | $67,313+282.6% | $135,382+90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.48% | -0.54%+10.0pp | -4.08%+13.6pp | 519.77%-510.3pp |
| Employer contribution / active EE | $6,667 | $3,487+91.2% | $2,566+159.8% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30,656 | $6,392+379.6% | $4,507+580.2% | $10,829+183.1% |