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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 | $294,487 | $124,351+136.8% | $109,188+169.7% | $167,553+75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.11% | 26.04%-0.9pp | 25.76%-0.6pp | 478.89%-453.8pp |
| Employer contribution / active EE | $9,274 | $4,210+120.3% | $3,723+149.1% | $4,840+91.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,486 | $7,975-68.8% | $6,755-63.2% | $12,316-79.8% |