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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 | $434,342 | $117,829+268.6% | $102,423+324.1% | $145,877+197.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.93% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,113 | $3,615+96.8% | $3,023+135.3% | $4,663+52.5% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $78,231 | $13,335+486.6% | $9,455+727.4% | $13,402+483.7% |