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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 | $631,789 | $57,140+1005.7% | $85,240+641.2% | $80,959+680.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 10.89% | 21.71%-10.8pp | 66.75%-55.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $23,475 | $1,802+1202.8% | $2,735+758.2% | $2,757+751.4% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,661 | $4,992+333.9% | $6,165+251.4% | $6,925+212.8% |