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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 | $321,764 | $105,623+204.6% | $87,502+267.7% | $273,972+17.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.77% | 12.26%-11.5pp | 12.21%-11.4pp | 41.46%-40.7pp |
| Employer contribution / active EE | $6,000 | $3,141+91.1% | $2,550+135.3% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,600 | $4,781+142.6% | $4,221+174.8% | $10,133+14.5% |