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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 | $365,616 | $43,338+743.6% | $59,887+510.5% | $64,173+469.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.35% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $10,481 | $2,030+416.3% | $2,722+285.0% | $2,381+340.2% |
| Participant deferral / active EE | $10 | $2,547-99.6% | $3,402-99.7% | $3,470-99.7% |
| Admin fee / account holder | $48,439 | $3,007+1510.7% | $3,591+1248.8% | $4,887+891.1% |