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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 | $315,535 | $110,379+185.9% | $102,412+208.1% | $145,884+116.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,199 | $4,216-0.4% | $3,870+8.5% | $4,662-9.9% |
| Participant deferral / active EE | $781 | $5,622-86.1% | $5,060-84.6% | $6,690-88.3% |
| Admin fee / account holder | $2,975 | $9,745-69.5% | $8,388-64.5% | $13,392-77.8% |