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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 | $784,554 | $65,685+1094.4% | $57,181+1272.0% | $273,965+186.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.99% | 21.99%-20.0pp | 14.59%-12.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $34,000 | $3,279+937.0% | $2,682+1167.5% | $4,869+598.3% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,368 | $4,835+114.5% | $3,139+230.3% | $10,132+2.3% |