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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 | $560,234 | $114,013+391.4% | $103,693+440.3% | $155,188+261.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.16% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $11,249 | $3,131+259.2% | $2,920+285.2% | $4,248+164.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,504 | $8,407-58.3% | $7,858-55.4% | $14,480-75.8% |