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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 | $527,756 | $520,728+1.3% | $441,613+19.5% | $461,066+14.5% |
| Participation rate | 77.8% | 94.0%-16.2pp | 84.6%-6.8pp | 87.7%-9.9pp |
| Annual return | 8.70% | 0.18%+8.5pp | 2.50%+6.2pp | 484.84%-476.1pp |
| Employer contribution / active EE | $0 | $6,246-100.0% | $5,532-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $1,978 | $5,910-66.5% | $5,143-61.5% | $6,032-67.2% |
| Admin fee / account holder | $70,038 | $14,104+396.6% | $13,817+406.9% | $28,147+148.8% |