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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 | $257,250 | $86,949+195.9% | $102,460+151.1% | $80,959+217.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.14% | 18.89%-1.8pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $21,212 | $2,370+795.1% | $3,025+601.2% | $2,757+669.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,992 | $8,048-25.5% | $9,460-36.7% | $6,925-13.5% |