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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 | $259,905 | $87,542+196.9% | $75,782+243.0% | $125,393+107.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.67% | 13.48%-11.8pp | 9.68%-8.0pp | 282.23%-280.6pp |
| Employer contribution / active EE | $14,701 | $3,930+274.1% | $3,323+342.3% | $4,866+202.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,146 | $6,502-51.6% | $5,300-40.6% | $9,541-67.0% |