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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 | $452,249 | $92,219+390.4% | $76,767+489.1% | $135,380+234.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.05% | 5.46%-5.4pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $22,814 | $3,216+609.4% | $2,485+818.0% | $4,779+377.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,897 | $10,749-82.4% | $6,675-71.6% | $10,828-82.5% |