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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 | $275,350 | $154,193+78.6% | $130,045+111.7% | $139,466+97.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.79% | 32.51%-19.7pp | -137.30%+150.1pp | 373.66%-360.9pp |
| Employer contribution / active EE | $6,375 | $5,292+20.5% | $4,321+47.5% | $4,754+34.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,445 | $13,989-82.5% | $10,600-76.9% | $11,409-78.6% |