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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 | $339,617 | $68,878+393.1% | $120,574+181.7% | $80,935+319.6% |
| Participation rate | 94.8% | 61.7%+33.1pp | 71.9%+22.9pp | 67.7%+27.1pp |
| Annual return | 18.47% | 23.67%-5.2pp | 107.42%-89.0pp | 35.66%-17.2pp |
| Employer contribution / active EE | $18,177 | $2,065+780.3% | $3,471+423.8% | $2,757+559.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,115 | $5,782+5.8% | $9,445-35.3% | $6,924-11.7% |