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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 | $301,108 | $78,705+282.6% | $117,860+155.5% | $70,124+329.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.53% | 23.30%-6.8pp | 335.10%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $8,030 | $2,223+261.2% | $3,786+112.1% | $2,342+242.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,823 | $5,065+54.4% | $8,021-2.5% | $4,645+68.4% |