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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 | $269,527 | $81,446+230.9% | $103,374+160.7% | $80,874+233.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.51% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.1pp |
| Employer contribution / active EE | $26,667 | $3,107+758.2% | $3,869+589.2% | $2,756+867.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $37,799 | $6,715+462.9% | $8,394+350.3% | $6,935+445.0% |