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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 | $358,011 | $71,197+402.8% | $93,669+282.2% | $80,925+342.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 21.81% | 11.27%+10.5pp | 133.59%-111.8pp | 35.65%-13.8pp |
| Employer contribution / active EE | $2,703 | $1,565+72.7% | $2,424+11.5% | $2,756-1.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,581 | $6,959-48.5% | $8,291-56.8% | $6,940-48.4% |