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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 | $334,933 | $37,436+794.7% | $77,513+332.1% | $79,858+319.4% |
| Participation rate | 96.9% | 41.5%+55.3pp | 54.2%+42.7pp | 69.6%+27.2pp |
| Annual return | 13.77% | 39.75%-26.0pp | 54.81%-41.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $7,948 | $637+1147.7% | $987+705.6% | $2,471+221.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,601 | $2,505+403.0% | $2,859+340.8% | $5,306+137.5% |