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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 | $272,135 | $192,829+41.1% | $142,516+90.9% | $139,487+95.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 10.96% | 18.07%-7.1pp | 20.03%-9.1pp | 373.84%-362.9pp |
| Employer contribution / active EE | $8,278 | $5,808+42.5% | $4,849+70.7% | $4,755+74.1% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,569 | $15,120-83.0% | $10,008-74.3% | $11,407-77.5% |