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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 | $461,708 | $67,411+584.9% | $91,004+407.3% | $70,126+558.4% |
| Participation rate | 92.9% | 71.4%+21.5pp | 75.6%+17.3pp | 69.5%+23.3pp |
| Annual return | 13.33% | -40.16%+53.5pp | 4.60%+8.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $16,818 | $1,786+841.7% | $2,456+584.9% | $2,343+617.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $32,497 | $4,236+667.1% | $5,417+499.9% | $4,645+599.5% |