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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 | $162,781+166.4% | $133,956+223.7% | $158,931+172.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 47.44% | 41.94%+5.5pp | 45.09%+2.3pp | 302.86%-255.4pp |
| Employer contribution / active EE | $1,429 | $4,975-71.3% | $3,919-63.5% | $4,761-70.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $9,291 | $11,736-20.8% | $8,927+4.1% | $11,247-17.4% |