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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 | $486,640 | $127,387+282.0% | $115,038+323.0% | $125,389+288.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.80% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $15,821 | $5,166+206.2% | $4,608+243.3% | $4,866+225.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $101,250 | $9,516+964.0% | $8,175+1138.5% | $9,541+961.2% |