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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 | $369,858 | $43,730+745.8% | $121,220+205.1% | $64,173+476.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 0.51% | 68.94%-68.4pp | 16.94%-16.4pp | 7.63%-7.1pp |
| Employer contribution / active EE | $12,323 | $1,297+850.3% | $4,023+206.3% | $2,381+417.6% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,443 | $3,502-30.3% | $5,021-51.3% | $4,887-50.0% |