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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 | $330,510 | $116,203+184.4% | $93,621+253.0% | $152,909+116.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.71% | 35.96%-14.3pp | 32.76%-11.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,394 | $3,219-56.7% | $2,719-48.7% | $4,764-70.7% |
| Participant deferral / active EE | $713 | $4,605-84.5% | $4,070-82.5% | $5,851-87.8% |
| Admin fee / account holder | $1,326 | $10,751-87.7% | $7,890-83.2% | $11,601-88.6% |