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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 | $351,150 | $117,846+198.0% | $102,434+242.8% | $145,884+140.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.78% | 31.90%-15.1pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $14,866 | $3,615+311.3% | $3,023+391.7% | $4,662+218.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,633 | $13,356-12.9% | $9,462+22.9% | $13,392-13.1% |