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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 | $337,536 | $135,956+148.3% | $123,894+172.4% | $273,972+23.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.15% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $28,500 | $5,170+451.3% | $4,617+517.3% | $4,869+485.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,019 | $9,817-79.4% | $8,357-75.8% | $10,133-80.1% |