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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 | $455,366 | $140,592+223.9% | $123,106+269.9% | $125,388+263.2% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | 0.16% | 16.80%-16.6pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $34,920 | $6,041+478.0% | $5,151+577.9% | $4,866+617.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,934 | $11,198-55.9% | $9,015-45.3% | $9,541-48.3% |