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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 | $302,851 | $139,948+116.4% | $121,663+148.9% | $154,746+95.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.46% | 230.52%-217.1pp | 147.54%-134.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $9,704 | $3,521+175.6% | $3,020+221.3% | $4,379+121.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,219 | $17,321-69.9% | $14,289-63.5% | $14,365-63.7% |