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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 | $324,222 | $227,597+42.5% | $189,575+71.0% | $167,536+93.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.69% | 78.44%-68.8pp | 64.19%-54.5pp | 478.82%-469.1pp |
| Employer contribution / active EE | $10,437 | $5,316+96.3% | $4,412+136.6% | $4,839+115.7% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,140 | $11,877-73.6% | $9,806-68.0% | $12,315-74.5% |