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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 | $259,355 | $73,019+255.2% | $90,766+185.7% | $68,490+278.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 3.26% | -13.81%+17.1pp | -12.16%+15.4pp | -7.85%+11.1pp |
| Employer contribution / active EE | $8,982 | $2,193+309.6% | $2,922+207.4% | $2,597+245.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,996 | $5,897+476.6% | $8,446+302.5% | $5,403+529.2% |