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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 | $330,999 | $107,368+208.3% | $92,915+256.2% | $152,909+116.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 12.45% | 145.64%-133.2pp | 109.45%-97.0pp | 345.46%-333.0pp |
| Employer contribution / active EE | $18,180 | $4,222+330.6% | $3,653+397.6% | $4,764+281.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,416 | $7,082-37.6% | $5,796-23.8% | $11,601-61.9% |