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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 | $259,041 | $95,915+170.1% | $79,580+225.5% | $134,532+92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.03% | -2.71%+5.7pp | 0.15%+2.9pp | 418.27%-415.2pp |
| Employer contribution / active EE | $35,451 | $3,129+1033.1% | $2,413+1368.9% | $4,741+647.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,267 | $9,132-64.2% | $6,835-52.2% | $11,429-71.4% |