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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 | $458,282 | $81,457+462.6% | $103,378+343.3% | $80,911+466.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.94% | 25.58%-14.6pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $2,433 | $3,107-21.7% | $3,870-37.1% | $2,756-11.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,972 | $6,717+137.8% | $8,401+90.1% | $6,935+130.3% |