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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 | $415,716 | $124,980+232.6% | $108,359+283.6% | $154,746+168.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.07% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,697 | $2,851-5.4% | $2,399+12.4% | $4,379-38.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,406 | $11,502+42.6% | $9,741+68.4% | $14,365+14.2% |