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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 | $354,318 | $96,956+265.4% | $69,779+407.8% | $273,972+29.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.93% | 12.93%-9.0pp | 12.99%-9.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $33,051 | $3,316+896.8% | $2,338+1313.4% | $4,869+578.8% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $81,890 | $7,934+932.1% | $4,381+1769.2% | $10,133+708.2% |