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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 | $419,918 | $90,486+364.1% | $78,676+433.7% | $273,972+53.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $31,745 | $3,175+899.8% | $2,850+1013.8% | $4,869+552.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,711 | $5,263+160.5% | $4,510+204.0% | $10,133+35.3% |