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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 | $326,437 | $100,004+226.4% | $81,438+300.8% | $145,959+123.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 34.34%-24.3pp | 24.74%-14.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,322 | $2,970-21.8% | $2,460-5.6% | $4,661-50.2% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,002 | $8,202+46.3% | $5,764+108.2% | $13,398-10.4% |