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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 | $266,754 | $81,276+228.2% | $155,574+71.5% | $80,925+229.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 27.23% | 33.36%-6.1pp | 64.87%-37.6pp | 35.65%-8.4pp |
| Employer contribution / active EE | $12,500 | $3,103+302.8% | $4,676+167.3% | $2,756+353.5% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,283 | $7,993+53.7% | $15,914-22.8% | $6,940+77.0% |