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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 | $305,750 | $154,193+98.3% | $130,045+135.1% | $139,466+119.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.02% | 32.51%-19.5pp | -137.30%+150.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $10,017 | $5,292+89.3% | $4,321+131.8% | $4,754+110.7% |
| Participant deferral / active EE | $1,868 | $6,709-72.1% | $5,820-67.9% | $6,712-72.2% |
| Admin fee / account holder | $8,855 | $13,989-36.7% | $10,600-16.5% | $11,409-22.4% |