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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 | $391,753 | $81,487+380.8% | $102,412+282.5% | $80,935+384.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 21.99% | 25.60%-3.6pp | 24.94%-2.9pp | 35.66%-13.7pp |
| Employer contribution / active EE | $8,015 | $3,103+158.3% | $3,870+107.1% | $2,757+190.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $34,352 | $6,717+411.4% | $8,388+309.6% | $6,924+396.1% |