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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 | $320,818 | $86,940+269.0% | $102,434+213.2% | $80,935+296.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.85% | 18.89%-4.0pp | 29.46%-14.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $7,687 | $2,370+224.4% | $3,023+154.3% | $2,757+178.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,236 | $8,047-84.6% | $9,462-86.9% | $6,924-82.1% |