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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 | $250,315 | $109,904+127.8% | $97,167+157.6% | $145,959+71.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.01% | 243.43%-231.4pp | 75.27%-63.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,830 | $3,084-40.7% | $2,729-32.9% | $4,661-60.7% |
| Participant deferral / active EE | $366 | $4,676-92.2% | $4,264-91.4% | $6,689-94.5% |
| Admin fee / account holder | $11,416 | $6,216+83.7% | $5,650+102.1% | $13,398-14.8% |