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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 | $301,663 | $124,980+141.4% | $108,359+178.4% | $154,746+94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.69% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $7,133 | $2,851+150.2% | $2,399+197.3% | $4,379+62.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,435 | $11,502-9.3% | $9,741+7.1% | $14,365-27.4% |