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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 | $298,365 | $61,390+386.0% | $112,228+165.9% | $75,177+296.9% |
| Participation rate | 97.1% | 61.6%+35.5pp | 72.4%+24.7pp | 67.2%+29.9pp |
| Annual return | 16.04% | 28.47%-12.4pp | 30.23%-14.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $19,333 | $2,015+859.7% | $3,432+463.4% | $2,671+623.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,913 | $4,862-60.7% | $7,752-75.3% | $5,651-66.2% |