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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 | $254,618 | $143,969+76.9% | $199,883+27.4% | $82,637+208.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 13.76% | 25.67%-11.9pp | 43.81%-30.1pp | 53.51%-39.7pp |
| Employer contribution / active EE | $11,000 | $4,632+137.5% | $6,261+75.7% | $2,552+331.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,133 | $14,597-71.7% | $17,268-76.1% | $7,339-43.7% |