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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 | $289,282 | $62,209+365.0% | $505,189-42.7% | $62,209+365.0% |
| Participation rate | 97.1% | 71.6%+25.5pp | 90.4%+6.7pp | 71.6%+25.5pp |
| Annual return | 14.87% | -17.02%+31.9pp | 13.03%+1.8pp | -17.02%+31.9pp |
| Employer contribution / active EE | $1,755 | $2,624-33.1% | $16,213-89.2% | $2,624-33.1% |
| Participant deferral / active EE | $2,824 | $2,001+41.2% | $13,093-78.4% | $2,001+41.2% |
| Admin fee / account holder | $15,042 | $3,274+359.4% | $6,372+136.1% | $3,274+359.4% |