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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 | $258,474 | $71,230+262.9% | $93,727+175.8% | $80,959+219.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 14.77% | 11.26%+3.5pp | 133.83%-119.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,147 | $1,565+101.1% | $2,421+30.0% | $2,757+14.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,597 | $6,961-62.7% | $8,292-68.7% | $6,925-62.5% |