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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 | $303,044 | $108,922+178.2% | $100,398+201.8% | $145,978+107.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.31% | 58.04%-47.7pp | 49.32%-39.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,153 | $4,426-74.0% | $3,946-70.8% | $4,662-75.3% |
| Participant deferral / active EE | $1,661 | $8,450-80.3% | $8,084-79.5% | $6,690-75.2% |
| Admin fee / account holder | $144,510 | $9,680+1392.8% | $7,893+1730.8% | $13,400+978.4% |