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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 | $253,179 | $232,540+8.9% | $185,117+36.8% | $147,586+71.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.42% | 43.03%-32.6pp | 40.50%-30.1pp | 578.59%-568.2pp |
| Employer contribution / active EE | $13,201 | $5,195+154.1% | $4,182+215.7% | $4,876+170.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,019 | $10,275-51.2% | $8,159-38.5% | $10,886-53.9% |