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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 | $522,535 | $157,304+232.2% | $141,197+270.1% | $152,909+241.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.88% | 64.34%-48.5pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $9,352 | $5,263+77.7% | $4,736+97.5% | $4,764+96.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,441 | $12,126-46.9% | $10,265-37.3% | $11,601-44.5% |