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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 | $289,846 | $90,486+220.3% | $78,676+268.4% | $273,972+5.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.77% | 75.62%-63.9pp | 62.19%-50.4pp | 41.46%-29.7pp |
| Employer contribution / active EE | $24,534 | $3,175+672.7% | $2,850+760.8% | $4,869+403.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,865 | $5,263-26.6% | $4,510-14.3% | $10,133-61.9% |