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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 | $339,123 | $39,132+766.6% | $57,196+492.9% | $62,881+439.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.32% | 9.24%-5.9pp | 14.59%-11.3pp | 20.14%-16.8pp |
| Employer contribution / active EE | $18,330 | $1,874+878.2% | $2,683+583.2% | $2,281+703.6% |
| Participant deferral / active EE | $550 | $2,374-76.8% | $3,096-82.2% | $3,203-82.8% |
| Admin fee / account holder | $18,359 | $2,594+607.8% | $3,141+484.6% | $4,296+327.4% |