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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 | $272,000 | $86,949+212.8% | $102,460+165.5% | $80,959+236.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 53.02% | 18.89%+34.1pp | 29.47%+23.6pp | 35.67%+17.4pp |
| Employer contribution / active EE | $1,854 | $2,370-21.8% | $3,025-38.7% | $2,757-32.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,154 | $8,048-85.7% | $9,460-87.8% | $6,925-83.3% |