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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 | $71,057+403.8% | $93,654+282.3% | $80,874+342.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 21.81% | 11.26%+10.6pp | 133.34%-111.5pp | 35.62%-13.8pp |
| Employer contribution / active EE | $2,703 | $1,564+72.8% | $2,421+11.6% | $2,756-1.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,581 | $6,944-48.4% | $8,282-56.8% | $6,935-48.4% |