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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 | $340,876 | $81,487+318.3% | $102,412+232.8% | $80,935+321.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.32% | 25.60%-6.3pp | 24.94%-5.6pp | 35.66%-16.3pp |
| Employer contribution / active EE | $13,640 | $3,103+339.6% | $3,870+252.5% | $2,757+394.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $126,468 | $6,717+1782.7% | $8,388+1407.8% | $6,924+1726.4% |