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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 | $253,278 | $212,777+19.0% | $173,703+45.8% | $198,609+27.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.41% | 18.82%-14.4pp | 17.46%-13.0pp | 202.70%-198.3pp |
| Employer contribution / active EE | $2,589 | $5,214-50.4% | $4,288-39.6% | $5,055-48.8% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,885 | $19,536-85.2% | $15,562-81.5% | $19,030-84.8% |