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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 | $294,362 | $182,442+61.3% | $163,379+80.2% | $138,895+111.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.12% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $8,125 | $4,159+95.3% | $3,752+116.5% | $4,194+93.7% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,089 | $10,396-70.3% | $9,818-68.5% | $12,562-75.4% |