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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 | $270,991 | $48,327+460.7% | $67,575+301.0% | $80,935+234.8% |
| Participation rate | 95.8% | 66.4%+29.4pp | 72.9%+22.9pp | 67.7%+28.2pp |
| Annual return | 17.86% | 18.31%-0.5pp | 3528.98%-3511.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $8,799 | $2,022+335.1% | $2,736+221.6% | $2,757+219.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,896 | $3,692+86.8% | $3,993+72.7% | $6,924-0.4% |