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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 | $525,529 | $79,025+565.0% | - | $273,972+91.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 7.43% | 18.58%-11.2pp | - | 41.46%-34.0pp |
| Employer contribution / active EE | $21,755 | $4,094+431.3% | - | $4,869+346.8% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $10,567 | $13,337-20.8% | - | $10,133+4.3% |