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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 | $271,671 | $103,949+161.4% | $69,182+292.7% | $273,972-0.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 15.28% | 35.28%-20.0pp | -21.93%+37.2pp | 41.46%-26.2pp |
| Employer contribution / active EE | $16,436 | $1,783+821.8% | $1,206+1262.6% | $4,869+237.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,386 | $3,671-62.2% | $2,697-48.6% | $10,133-86.3% |