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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 | $293,465 | $90,504+224.3% | $78,690+272.9% | $273,965+7.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.35% | 75.61%-71.3pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $6,667 | $3,176+109.9% | $2,851+133.9% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,733 | $5,263-29.1% | $4,511-17.2% | $10,132-63.2% |