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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 | $433,588 | $162,821+166.3% | $133,978+223.6% | $158,982+172.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 47.44% | 41.95%+5.5pp | 45.10%+2.3pp | 302.99%-255.5pp |
| Employer contribution / active EE | $1,429 | $4,976-71.3% | $3,919-63.5% | $4,763-70.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,291 | $11,742-20.9% | $8,930+4.0% | $11,252-17.4% |