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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 | $326,376 | $117,846+177.0% | $102,434+218.6% | $145,884+123.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.03% | 31.90%-22.9pp | 29.46%-20.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,083 | $3,615-14.7% | $3,023+2.0% | $4,662-33.9% |
| Participant deferral / active EE | $938 | $5,733-83.6% | $5,055-81.4% | $6,690-86.0% |
| Admin fee / account holder | $76,187 | $13,356+470.4% | $9,462+705.2% | $13,392+468.9% |