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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 | $468,362 | $93,064+403.3% | $74,577+528.0% | $273,972+71.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.80% | 26.18%-16.4pp | 20.47%-10.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $34,829 | $3,160+1002.2% | $2,525+1279.3% | $4,869+615.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $526 | $5,273-90.0% | $4,138-87.3% | $10,133-94.8% |