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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 | $683,283 | $86,701+688.1% | $73,309+832.1% | $125,388+444.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.07% | 2.78%-0.7pp | 5.67%-3.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $30,350 | $4,152+630.9% | $3,237+837.5% | $4,866+523.7% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,943 | $7,768+28.0% | $5,635+76.5% | $9,541+4.2% |