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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 | $285,182 | $124,346+129.3% | $111,308+156.2% | $167,536+70.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.09% | 37.45%-16.4pp | 54.67%-33.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $8,333 | $3,437+142.4% | $2,732+205.1% | $4,839+72.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,512 | $10,621-76.3% | $7,965-68.5% | $12,315-79.6% |