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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 | $373,468 | $45,050+729.0% | $63,018+492.6% | $70,126+432.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.37% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $17,240 | $2,052+740.2% | $2,761+524.5% | $2,343+636.0% |
| Participant deferral / active EE | $350 | $2,466-85.8% | $3,330-89.5% | $3,332-89.5% |
| Admin fee / account holder | $22,725 | $2,834+701.9% | $3,601+531.1% | $4,645+389.2% |