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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 | $417,361 | $152,619+173.5% | $125,195+233.4% | $152,909+172.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.39% | 54.85%-35.5pp | 43.79%-24.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $5,064 | $4,947+2.3% | $3,866+31.0% | $4,764+6.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,978 | $13,437-77.8% | $9,704-69.3% | $11,601-74.3% |