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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 | $117,904+268.4% | $102,457+323.9% | $145,978+197.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.93% | 31.80%-21.9pp | 29.41%-19.5pp | 550.52%-540.6pp |
| Employer contribution / active EE | $7,113 | $3,613+96.9% | $3,022+135.4% | $4,662+52.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $78,231 | $13,329+486.9% | $9,451+727.7% | $13,400+483.8% |