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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 | $316,227 | $88,707+256.5% | $74,184+326.3% | $273,972+15.4% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 2.33% | 11.94%-9.6pp | 17.74%-15.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $21,224 | $3,159+571.8% | $2,370+795.5% | $4,869+335.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $592 | $8,717-93.2% | $5,586-89.4% | $10,133-94.2% |