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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 | $359,283 | $118,488+203.2% | $98,462+264.9% | $139,487+157.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 18.96%-7.7pp | 21.17%-9.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $7,679 | $3,611+112.7% | $3,049+151.9% | $4,755+61.5% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,923 | $13,868-86.1% | $8,875-78.3% | $11,407-83.1% |