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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 | $314,912 | $47,848+558.1% | $81,473+286.5% | $70,126+349.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.25% | 27.25%-11.0pp | 38.78%-22.5pp | 73.15%-56.9pp |
| Employer contribution / active EE | $6,234 | $1,527+308.2% | $2,568+142.8% | $2,343+166.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,906 | $3,145+119.6% | $4,561+51.4% | $4,645+48.7% |