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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 | $360,602 | $73,019+393.9% | $90,766+297.3% | $68,490+426.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 14.52% | -13.81%+28.3pp | -12.16%+26.7pp | -7.85%+22.4pp |
| Employer contribution / active EE | $14,194 | $2,193+547.3% | $2,922+385.8% | $2,597+446.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,717 | $5,897+64.8% | $8,446+15.0% | $5,403+79.8% |