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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 | $390,910 | $87,166+348.5% | $76,735+409.4% | $137,256+184.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.16% | 26.50%-14.3pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,500 | $2,904+158.2% | $2,454+205.6% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,531 | $8,403+13.4% | $7,189+32.6% | $12,270-22.3% |