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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 | $57,057+604.8% | $85,009+373.1% | $80,874+397.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 31.30% | 21.66%+9.6pp | 66.47%-35.2pp | 35.62%-4.3pp |
| Employer contribution / active EE | $16,910 | $1,799+840.1% | $2,728+519.8% | $2,756+513.6% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,882 | $4,986+198.5% | $6,153+141.9% | $6,935+114.6% |