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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 | $402,150 | $57,119+604.0% | $85,187+372.1% | $80,935+396.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 31.30% | 21.70%+9.6pp | 66.67%-35.4pp | 35.66%-4.4pp |
| Employer contribution / active EE | $16,910 | $1,802+838.6% | $2,732+518.8% | $2,757+513.4% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,882 | $4,990+198.2% | $6,162+141.5% | $6,924+114.9% |