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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 | $262,222 | $73,978+254.5% | $96,515+171.7% | $75,173+248.8% |
| Participation rate | 98.1% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.9pp |
| Annual return | 17.20% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $25,107 | $2,931+756.7% | $3,740+571.4% | $2,671+840.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $33,893 | $5,219+549.5% | $6,735+403.2% | $5,651+499.8% |