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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 | $447,318 | $112,729+296.8% | $98,716+353.1% | $137,256+225.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.34% | 38.48%-26.1pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,333 | $2,725+22.3% | $2,279+46.3% | $4,156-19.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,332 | $10,129-86.8% | $8,703-84.7% | $12,270-89.1% |