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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 | $285,472 | $228,352+25.0% | $185,835+53.6% | $158,966+79.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.40% | 40.81%-35.4pp | 35.96%-30.6pp | 302.95%-297.6pp |
| Employer contribution / active EE | $22,892 | $4,967+360.9% | $4,087+460.1% | $4,762+380.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,667 | $11,867-86.0% | $9,502-82.5% | $11,250-85.2% |