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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 | $267,378 | $81,870+226.6% | $119,634+123.5% | $68,490+290.4% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | 2.39% | -23.82%+26.2pp | -14.98%+17.4pp | -7.85%+10.2pp |
| Employer contribution / active EE | $2,697 | $2,692+0.2% | $4,232-36.3% | $2,597+3.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,097 | $6,583+235.7% | $10,329+113.9% | $5,403+309.0% |