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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 | $273,301 | $90,486+202.0% | $78,676+247.4% | $273,972-0.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.44% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $15,362 | $3,175+383.8% | $2,850+439.0% | $4,869+215.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,206 | $5,263+36.9% | $4,510+59.8% | $10,133-28.9% |