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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 | $300,310 | $113,338+165.0% | $94,993+216.1% | $147,585+103.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.50% | 20.80%-8.3pp | 27.14%-14.6pp | 578.58%-566.1pp |
| Employer contribution / active EE | $6,908 | $3,160+118.6% | $2,603+165.3% | $4,876+41.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,585 | $6,063-7.9% | $4,960+12.6% | $10,886-48.7% |