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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 | $123,155+174.0% | $108,753+210.3% | $155,188+117.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.08% | 44.73%-33.7pp | 37.47%-26.4pp | 148.84%-137.8pp |
| Employer contribution / active EE | $20,833 | $2,811+641.1% | $2,427+758.6% | $4,248+390.5% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $66,909 | $12,126+451.8% | $10,320+548.4% | $14,480+362.1% |