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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 | $347,030 | $64,729+436.1% | $112,263+209.1% | $68,490+406.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 13.87% | -11.40%+25.3pp | 27.49%-13.6pp | -7.85%+21.7pp |
| Employer contribution / active EE | $16,198 | $2,746+489.9% | $3,636+345.5% | $2,597+523.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,725 | $5,222+182.0% | $6,410+129.7% | $5,403+172.5% |