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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 | $292,313 | $167,504+74.5% | $151,628+92.8% | $134,509+117.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.27% | 7.81%-16.1pp | 3.34%-11.6pp | 418.13%-426.4pp |
| Employer contribution / active EE | $2,000 | $6,828-70.7% | $6,165-67.6% | $4,741-57.8% |
| Participant deferral / active EE | $2,740 | $8,985-69.5% | $8,363-67.2% | $6,400-57.2% |
| Admin fee / account holder | $15,000 | $13,779+8.9% | $11,613+29.2% | $11,427+31.3% |