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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 | $478,043 | $162,821+193.6% | $133,978+256.8% | $158,982+200.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.35% | 41.95%-28.6pp | 45.10%-31.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $5,538 | $4,976+11.3% | $3,919+41.3% | $4,763+16.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,223 | $11,742-72.6% | $8,930-63.9% | $11,252-71.4% |