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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 | $358,742 | $110,337+225.1% | $102,383+250.4% | $145,877+145.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 12.61% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $5,397 | $4,216+28.0% | $3,870+39.5% | $4,663+15.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $107,609 | $9,750+1003.7% | $8,391+1182.4% | $13,402+702.9% |