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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 | $389,226 | $375,661+3.6% | $312,151+24.7% | $382,429+1.8% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 6.33% | 0.11%+6.2pp | 1.82%+4.5pp | 248.85%-242.5pp |
| Employer contribution / active EE | $21,429 | $9,697+121.0% | $8,031+166.8% | $8,036+166.7% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,069 | $64,308-89.0% | $51,799-86.4% | $30,732-77.0% |