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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 | $252,846 | $101,795+148.4% | $165,100+53.1% | $80,959+212.3% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.7%+29.8pp |
| Annual return | 13.31% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,128 | $2,954+73.6% | $4,348+17.9% | $2,757+86.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,222 | $8,221-85.1% | $12,696-90.4% | $6,925-82.4% |