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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 | $336,087 | $81,870+310.5% | $119,622+181.0% | $68,486+390.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 1.69% | -23.82%+25.5pp | -14.98%+16.7pp | -7.85%+9.5pp |
| Employer contribution / active EE | $9,524 | $2,692+253.8% | $4,232+125.0% | $2,597+266.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,518 | $6,583+59.8% | $10,328+1.8% | $5,404+94.6% |