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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 | $337,415 | $124,980+170.0% | $108,359+211.4% | $154,746+118.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.08% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $20,833 | $2,851+630.8% | $2,399+768.2% | $4,379+375.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $66,909 | $11,502+481.7% | $9,741+586.9% | $14,365+365.8% |