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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 | $57,057+1007.3% | $85,009+643.2% | $80,874+681.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.89% | 21.66%-10.8pp | 66.47%-55.6pp | 35.62%-24.7pp |
| Employer contribution / active EE | $23,475 | $1,799+1205.1% | $2,728+760.4% | $2,756+751.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,661 | $4,986+334.4% | $6,153+252.1% | $6,935+212.3% |