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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 | $318,403 | $118,496+168.7% | $98,461+223.4% | $139,466+128.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.80% | 18.96%-8.2pp | 21.17%-10.4pp | 373.66%-362.9pp |
| Employer contribution / active EE | $5,000 | $3,611+38.5% | $3,049+64.0% | $4,754+5.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $57,480 | $14,056+308.9% | $8,961+541.5% | $11,409+403.8% |