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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 | $486,144 | $113,941+326.7% | $94,229+415.9% | $125,389+287.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.28% | 5.29%-3.0pp | 10.68%-8.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $25,000 | $4,727+428.9% | $3,587+597.0% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,024 | $8,392-28.2% | $6,269-3.9% | $9,541-36.9% |