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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 | $300,513 | $166,268+80.7% | $165,100+82.0% | $145,897+106.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 25.62% | 100.52%-74.9pp | 70.21%-44.6pp | 552.29%-526.7pp |
| Employer contribution / active EE | $16,695 | $5,284+216.0% | $4,348+284.0% | $4,663+258.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,093 | $16,659-27.4% | $12,696-4.7% | $13,390-9.7% |