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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 | $383,952 | $73,988+418.9% | $96,538+297.7% | $75,177+410.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 57.07% | 26.73%+30.3pp | 35.74%+21.3pp | 160.75%-103.7pp |
| Employer contribution / active EE | $7,922 | $2,930+170.3% | $3,740+111.8% | $2,671+196.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,472 | $5,220-33.5% | $6,737-48.5% | $5,651-38.6% |