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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 | $403,208 | $95,915+320.4% | $79,580+406.7% | $134,532+199.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.98% | -2.71%+6.7pp | 0.15%+3.8pp | 418.27%-414.3pp |
| Employer contribution / active EE | $20,000 | $3,129+539.2% | $2,413+728.7% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,696 | $9,132-70.5% | $6,835-60.6% | $11,429-76.4% |