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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 | $491,086 | $111,814+339.2% | $103,378+375.0% | $145,978+236.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $13,335 | $4,215+216.4% | $3,870+244.5% | $4,662+186.1% |
| Participant deferral / active EE | $1,467 | $5,618-73.9% | $5,058-71.0% | $6,690-78.1% |
| Admin fee / account holder | $5,134 | $9,764-47.4% | $8,401-38.9% | $13,400-61.7% |