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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 | $277,471 | $117,846+135.5% | $102,434+170.9% | $145,884+90.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.28% | 31.90%-11.6pp | 29.46%-9.2pp | 551.85%-531.6pp |
| Employer contribution / active EE | $12,500 | $3,615+245.8% | $3,023+313.5% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,091 | $13,356-84.3% | $9,462-77.9% | $13,392-84.4% |