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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 | $255,231 | $111,814+128.3% | $103,378+146.9% | $145,978+74.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 9.41% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $26,093 | $4,215+519.0% | $3,870+574.2% | $4,662+459.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,037 | $9,764-58.7% | $8,401-51.9% | $13,400-69.9% |