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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 | $270,991 | $48,314+460.9% | $67,561+301.1% | $80,925+234.9% |
| Participation rate | 95.8% | 66.4%+29.4pp | 72.9%+22.9pp | 67.7%+28.2pp |
| Annual return | 17.86% | 18.28%-0.4pp | 3525.44%-3507.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $8,799 | $2,022+335.2% | $2,735+221.7% | $2,756+219.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,896 | $3,690+86.9% | $4,006+72.2% | $6,940-0.6% |