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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 | $278,640 | $98,776+182.1% | $149,745+86.1% | $79,856+248.9% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 14.10% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $15,533 | $3,217+382.8% | $4,646+234.3% | $2,471+528.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,003 | $6,053+32.2% | $9,312-14.1% | $5,306+50.8% |