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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 | $283,066 | $64,359+339.8% | $90,161+214.0% | $70,126+303.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.45% | 28.13%-9.7pp | 34.89%-16.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,989 | $2,046+46.1% | $3,318-9.9% | $2,343+27.6% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,797 | $3,945-29.1% | $5,943-52.9% | $4,645-39.8% |