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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 | $267,905 | $98,240+172.7% | $82,312+225.5% | $147,586+81.5% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 15.78% | 30.85%-15.1pp | 25.88%-10.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,950 | $3,192+55.1% | $2,428+103.8% | $4,876+1.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,585 | $8,563-46.5% | $5,608-18.2% | $10,886-57.9% |