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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 | $258,161 | $129,737+99.0% | $119,126+116.7% | $154,746+66.8% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 22.71% | 379.08%-356.4pp | 282.11%-259.4pp | 172.34%-149.6pp |
| Employer contribution / active EE | $12,678 | $4,375+189.8% | $4,034+214.3% | $4,379+189.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,511 | $11,961-62.3% | $10,693-57.8% | $14,365-68.6% |