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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 | $272,279 | $157,304+73.1% | $141,197+92.8% | $152,909+78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.49% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $7,800 | $5,263+48.2% | $4,736+64.7% | $4,764+63.7% |
| Participant deferral / active EE | $1,330 | $7,111-81.3% | $6,710-80.2% | $5,851-77.3% |
| Admin fee / account holder | $6,351 | $12,126-47.6% | $10,265-38.1% | $11,601-45.3% |