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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 | $267,987 | $167,522+60.0% | $151,639+76.7% | $134,532+99.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.71% | 7.81%-22.5pp | 3.34%-18.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $9,986 | $6,828+46.2% | $6,165+62.0% | $4,741+110.6% |
| Participant deferral / active EE | $1,804 | $8,986-79.9% | $8,363-78.4% | $6,401-71.8% |
| Admin fee / account holder | $24,968 | $13,780+81.2% | $11,613+115.0% | $11,429+118.5% |