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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 | $252,175 | $228,352+10.4% | $185,835+35.7% | $158,966+58.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.87% | 40.81%-30.9pp | 35.96%-26.1pp | 302.95%-293.1pp |
| Employer contribution / active EE | $10,404 | $4,967+109.5% | $4,087+154.5% | $4,762+118.5% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,332 | $11,867-80.3% | $9,502-75.5% | $11,250-79.3% |