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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 | $346,072 | $166,089+108.4% | $164,928+109.8% | $145,978+137.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.78% | 100.26%-82.5pp | 70.08%-52.3pp | 550.52%-532.7pp |
| Employer contribution / active EE | $5,455 | $5,276+3.4% | $4,343+25.6% | $4,662+17.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,667 | $16,641-84.0% | $12,684-79.0% | $13,400-80.1% |