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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 | $331,513 | $197,603+67.8% | $177,827+86.4% | $158,950+108.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.76% | 58.76%-35.0pp | 48.32%-24.6pp | 302.91%-279.1pp |
| Employer contribution / active EE | $26,404 | $6,698+294.2% | $5,918+346.1% | $4,762+454.5% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,310 | $15,402-65.5% | $12,429-57.3% | $11,248-52.8% |