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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 | $334,862 | $110,337+203.5% | $102,383+227.1% | $145,877+129.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $901 | $4,216-78.6% | $3,870-76.7% | $4,663-80.7% |
| Participant deferral / active EE | $1,140 | $5,621-79.7% | $5,060-77.5% | $6,691-83.0% |
| Admin fee / account holder | $666 | $9,750-93.2% | $8,391-92.1% | $13,402-95.0% |