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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 | $681,998 | $57,590+1084.2% | $86,233+690.9% | $82,448+727.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.33% | 22.41%-8.1pp | 61.39%-47.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $28,992 | $1,655+1651.5% | $2,504+1057.7% | $2,551+1036.5% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $32,082 | $4,730+578.2% | $8,342+284.6% | $7,234+343.5% |