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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 | $339,380 | $123,793+174.2% | $177,840+90.8% | $79,852+325.0% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $29,371 | $4,095+617.2% | $5,919+396.2% | $2,471+1088.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,332 | $7,243-40.2% | $12,431-65.2% | $5,306-18.4% |