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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 | $303,448 | $136,307+122.6% | $106,619+184.6% | $273,972+10.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.50% | 11.05%-7.6pp | 9.42%-5.9pp | 41.46%-38.0pp |
| Employer contribution / active EE | $16,750 | $5,190+222.8% | $3,947+324.4% | $4,869+244.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $67,831 | $8,625+686.5% | $6,418+956.8% | $10,133+569.4% |