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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 | $346,247 | $92,219+275.5% | $76,766+351.0% | $135,382+155.8% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | 5.48% | 5.46%0pp | 2.43%+3.1pp | 519.77%-514.3pp |
| Employer contribution / active EE | $11,888 | $3,216+269.7% | $2,485+378.4% | $4,779+148.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $148,186 | $10,749+1278.6% | $6,675+2120.0% | $10,829+1268.5% |