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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 | $275,221 | $127,386+116.1% | $115,037+139.2% | $125,388+119.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.43% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $7,055 | $5,166+36.6% | $4,608+53.1% | $4,866+45.0% |
| Participant deferral / active EE | $135 | $6,423-97.9% | $6,026-97.8% | $5,352-97.5% |
| Admin fee / account holder | $4,059 | $9,516-57.4% | $8,175-50.4% | $9,541-57.5% |