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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 | $272,174 | $232,540+17.0% | $185,117+47.0% | $147,586+84.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.98% | 43.03%-36.0pp | 40.50%-33.5pp | 578.59%-571.6pp |
| Employer contribution / active EE | $8,889 | $5,195+71.1% | $4,182+112.6% | $4,876+82.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,715 | $10,275-5.4% | $8,159+19.1% | $10,886-10.8% |