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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 | $288,086 | $95,867+200.5% | $79,551+262.1% | $134,493+114.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | 2.46% | -2.73%+5.2pp | 0.14%+2.3pp | 418.01%-415.6pp |
| Employer contribution / active EE | $6,901 | $3,128+120.7% | $2,413+186.0% | $4,740+45.6% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,244 | $9,127+67.0% | $6,833+123.1% | $11,425+33.4% |