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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 | $349,658 | $156,616+123.3% | $133,346+162.2% | $198,609+76.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.82% | 44.25%-29.4pp | 36.85%-22.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $13,768 | $3,368+308.8% | $2,853+382.5% | $5,055+172.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $534 | $17,468-96.9% | $14,264-96.3% | $19,030-97.2% |