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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 | $253,974 | $91,559+177.4% | $133,971+89.6% | $79,852+218.1% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.09%-33.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $6,452 | $2,384+170.6% | $3,919+64.6% | $2,471+161.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,167 | $6,321-81.5% | $8,929-86.9% | $5,306-78.0% |