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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 | $334,223 | $172,111+94.2% | $150,298+122.4% | $137,256+143.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.21% | 69.37%-39.2pp | 62.79%-32.6pp | 220.34%-190.1pp |
| Employer contribution / active EE | $18,333 | $4,636+295.4% | $4,154+341.3% | $4,156+341.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,583 | $16,471-29.7% | $14,116-17.9% | $12,270-5.6% |