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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 | $278,690 | $108,212+157.5% | $77,513+259.5% | $158,966+75.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.12% | 31.67%-20.6pp | 54.81%-43.7pp | 302.95%-291.8pp |
| Employer contribution / active EE | $15,000 | $1,325+1032.1% | $987+1420.3% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,889 | $3,709-22.1% | $2,859+1.0% | $11,250-74.3% |