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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 | $377,477 | $117,904+220.2% | $102,457+268.4% | $145,978+158.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.90% | 31.80%-22.9pp | 29.41%-20.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $21,429 | $3,613+493.0% | $3,022+609.1% | $4,662+359.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,019 | $13,329-84.9% | $9,451-78.6% | $13,400-84.9% |