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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 | $357,028 | $99,345+259.4% | $84,753+321.3% | $273,972+30.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.36% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $22,054 | $4,214+423.4% | $3,574+517.0% | $4,869+353.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,247 | $6,645-36.1% | $5,333-20.4% | $10,133-58.1% |