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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 | $373,683 | $171,272+118.2% | $127,803+192.4% | $152,909+144.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 19.47% | 23.54%-4.1pp | 26.14%-6.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $7,000 | $5,451+28.4% | $4,576+53.0% | $4,764+46.9% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,951 | $14,540-17.8% | $9,399+27.2% | $11,601+3.0% |