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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 | $388,989 | $55,457+601.4% | $77,361+402.8% | $94,015+313.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.28% | 15.57%-5.3pp | 1011.54%-1001.3pp | 17.84%-7.6pp |
| Employer contribution / active EE | $22,961 | $2,255+918.4% | $2,990+667.9% | $2,790+723.0% |
| Participant deferral / active EE | $563 | $3,069-81.6% | $3,911-85.6% | $4,249-86.7% |
| Admin fee / account holder | $45,760 | $4,334+955.9% | $5,894+676.5% | $8,951+411.2% |