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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 | $258,121 | $58,493+341.3% | $84,021+207.2% | $72,975+253.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.17% | 28.93%-9.8pp | 71.32%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,613 | $1,163+38.7% | $1,984-18.7% | $2,440-33.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $545 | $4,569-88.1% | $6,102-91.1% | $5,124-89.4% |