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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 | $57,061+1007.2% | $85,063+642.7% | $80,911+680.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.89% | 21.66%-10.8pp | 66.54%-55.6pp | 35.63%-24.7pp |
| Employer contribution / active EE | $23,475 | $1,799+1205.0% | $2,727+760.8% | $2,756+751.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,661 | $4,986+334.4% | $6,155+251.9% | $6,935+212.4% |