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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 | $274,191 | $157,276+74.3% | $141,177+94.2% | $152,885+79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.40% | 64.33%-42.9pp | 71.40%-50.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,462 | $5,262-53.2% | $4,736-48.0% | $4,763-48.3% |
| Participant deferral / active EE | $1,386 | $7,110-80.5% | $6,710-79.3% | $5,851-76.3% |
| Admin fee / account holder | $104,364 | $12,123+760.9% | $10,263+916.9% | $11,598+799.8% |