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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 | $300,411 | $124,330+141.6% | $109,173+175.2% | $167,536+79.3% |
| Participation rate | 87.0% | 79.5%+7.5pp | 75.9%+11.1pp | 82.1%+4.8pp |
| Annual return | 10.49% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $8,696 | $4,209+106.6% | $3,723+133.6% | $4,839+79.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $788 | $7,974-90.1% | $6,755-88.3% | $12,315-93.6% |