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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 | $755,311 | $140,578+437.3% | $100,671+650.3% | $125,389+502.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.79% | 24.67%-23.9pp | 20.43%-19.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $30,111 | $5,965+404.8% | $4,012+650.5% | $4,866+518.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,804 | $6,716-43.4% | $4,850-21.6% | $9,541-60.1% |