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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 | $380,510 | $110,212+245.3% | $96,534+294.2% | $139,466+172.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 13.11% | 26.42%-13.3pp | 25.88%-12.8pp | 373.66%-360.6pp |
| Employer contribution / active EE | $10,833 | $3,620+199.3% | $2,965+265.3% | $4,754+127.9% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,114 | $11,599-4.2% | $8,253+34.7% | $11,409-2.6% |