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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 | $293,382 | $108,285+170.9% | $77,552+278.3% | $158,982+84.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.47% | 31.69%-21.2pp | 54.82%-44.4pp | 302.99%-292.5pp |
| Employer contribution / active EE | $11,943 | $1,325+801.4% | $987+1110.5% | $4,763+150.8% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,806 | $3,709+137.4% | $2,859+208.0% | $11,252-21.7% |