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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 | $356,167 | $174,018+104.7% | $136,833+160.3% | $198,609+79.3% |
| Participation rate | 94.1% | 65.1%+29.0pp | 59.0%+35.1pp | 82.4%+11.7pp |
| Annual return | 5.65% | 35.16%-29.5pp | 35.32%-29.7pp | 202.70%-197.0pp |
| Employer contribution / active EE | $1,471 | $1,571-6.4% | $1,319+11.5% | $5,055-70.9% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,493 | $5,434+203.5% | $4,706+250.5% | $19,030-13.3% |