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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 | $391,080 | $99,380+293.5% | $90,312+333.0% | $155,188+152.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 9.78% | 19.35%-9.6pp | 18.90%-9.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $12,560 | $2,390+425.6% | $2,243+460.1% | $4,248+195.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,454 | $9,766-44.2% | $8,248-33.9% | $14,480-62.3% |