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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 | $321,974 | $113,941+182.6% | $94,229+241.7% | $125,389+156.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.90% | 5.29%-1.4pp | 10.68%-6.8pp | 282.24%-278.3pp |
| Employer contribution / active EE | $12,493 | $4,727+164.3% | $3,587+248.3% | $4,866+156.7% |
| Participant deferral / active EE | $353 | $5,179-93.2% | $4,320-91.8% | $5,352-93.4% |
| Admin fee / account holder | $10,766 | $8,392+28.3% | $6,269+71.7% | $9,541+12.8% |