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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 | $273,575 | $117,895+132.0% | $102,460+167.0% | $145,897+87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 31.92%-15.5pp | 29.47%-13.0pp | 552.29%-535.9pp |
| Employer contribution / active EE | $5,556 | $3,619+53.5% | $3,025+83.6% | $4,663+19.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,449 | $13,353-36.7% | $9,460-10.7% | $13,390-36.9% |