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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 | $407,544 | $88,707+359.4% | $74,184+449.4% | $273,972+48.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.45% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $21,879 | $3,159+592.5% | $2,370+823.1% | $4,869+349.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,974 | $8,717-8.5% | $5,586+42.8% | $10,133-21.3% |