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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 | $548,548 | $54,162+912.8% | $68,612+699.5% | $64,173+754.8% |
| Participation rate | 96.2% | 68.1%+28.1pp | 72.2%+23.9pp | 69.6%+26.6pp |
| Annual return | 9.69% | -1.62%+11.3pp | -4.63%+14.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $18,269 | $1,846+889.6% | $2,625+596.0% | $2,381+667.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,299 | $4,029+155.6% | $5,131+100.7% | $4,887+110.7% |