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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 | $288,783 | $61,660+368.3% | $80,022+260.9% | $64,173+350.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.46% | -0.33%+10.8pp | 11.22%-0.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $10,151 | $1,810+460.7% | $2,468+311.3% | $2,381+326.4% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,590 | $5,417+187.8% | $6,521+139.1% | $4,887+219.0% |