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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 | $296,270 | $152,651+94.1% | $105,218+181.6% | $125,389+136.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 1.31% | 8.24%-6.9pp | 5.33%-4.0pp | 282.24%-280.9pp |
| Employer contribution / active EE | $16,798 | $4,802+249.8% | $3,255+416.0% | $4,866+245.2% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,464 | $14,248-26.6% | $6,992+49.7% | $9,541+9.7% |