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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 | $263,113 | $211,288+24.5% | $178,540+47.4% | $145,884+80.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.68% | 30.27%-19.6pp | 27.15%-16.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $34,500 | $4,574+654.3% | $3,953+772.8% | $4,662+640.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,416 | $12,105-38.7% | $10,424-28.9% | $13,392-44.6% |