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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 | $304,399 | $97,125+213.4% | $86,233+253.0% | $137,256+121.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.19% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,500 | $2,841+164.0% | $2,504+199.5% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,558 | $9,725+18.9% | $8,342+38.6% | $12,270-5.8% |