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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 | $260,235 | $176,794+47.2% | $146,647+77.5% | $167,553+55.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.76% | 24.04%-12.3pp | 22.75%-11.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $14,843 | $5,161+187.6% | $4,137+258.8% | $4,840+206.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,336 | $13,262-44.7% | $10,281-28.6% | $12,316-40.4% |