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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 | $347,057 | $157,304+120.6% | $141,197+145.8% | $152,909+127.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.76% | 64.34%-46.6pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,965 | $5,263-62.7% | $4,736-58.5% | $4,764-58.8% |
| Participant deferral / active EE | $797 | $7,111-88.8% | $6,710-88.1% | $5,851-86.4% |
| Admin fee / account holder | $6,784 | $12,126-44.1% | $10,265-33.9% | $11,601-41.5% |