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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 | $384,405 | $181,062+112.3% | $158,223+143.0% | $155,188+147.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.76% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.1pp |
| Employer contribution / active EE | $30,000 | $4,565+557.2% | $4,109+630.1% | $4,248+606.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,470 | $18,825-81.6% | $16,047-78.4% | $14,480-76.0% |