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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 | $272,246 | $111,814+143.5% | $103,374+163.4% | $145,959+86.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.03% | 24.77%-14.7pp | 24.89%-14.9pp | 561.95%-551.9pp |
| Employer contribution / active EE | $13,168 | $4,214+212.5% | $3,869+240.3% | $4,661+182.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,375 | $9,754-85.9% | $8,394-83.6% | $13,398-89.7% |