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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 | $272,742 | $153,311+77.9% | $109,313+149.5% | $273,972-0.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.11% | 29.86%-25.8pp | 22.07%-18.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $30,306 | $5,619+439.3% | $3,892+678.7% | $4,869+522.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,150 | $8,076-61.0% | $5,666-44.4% | $10,133-68.9% |