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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 | $1,060,787 | $95,917+1005.9% | $79,583+1232.9% | $134,545+688.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.25% | -2.70%+3.0pp | 0.16%+0.1pp | 418.37%-418.1pp |
| Employer contribution / active EE | $8,400 | $3,129+168.4% | $2,414+248.0% | $4,742+77.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40,164 | $9,132+339.8% | $6,835+487.6% | $11,431+251.4% |