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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 | $259,983 | $157,276+65.3% | $141,177+84.2% | $152,885+70.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.58% | 64.33%-42.8pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $28,000 | $5,262+432.2% | $4,736+491.3% | $4,763+487.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $766 | $12,123-93.7% | $10,263-92.5% | $11,598-93.4% |