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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 | $117,895+268.4% | $102,460+323.9% | $145,897+197.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.93% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.4pp |
| Employer contribution / active EE | $7,113 | $3,619+96.6% | $3,025+135.1% | $4,663+52.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $78,231 | $13,353+485.9% | $9,460+727.0% | $13,390+484.2% |