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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 | $382,697 | $43,344+782.9% | $59,899+538.9% | $64,173+496.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.85% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $18,140 | $2,030+793.7% | $2,723+566.2% | $2,381+661.9% |
| Participant deferral / active EE | $357 | $2,547-86.0% | $3,402-89.5% | $3,470-89.7% |
| Admin fee / account holder | $12,838 | $3,008+326.8% | $3,592+257.4% | $4,887+162.7% |