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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 | $294,768 | $162,821+81.0% | $133,978+120.0% | $158,982+85.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.67% | 41.95%-29.3pp | 45.10%-32.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $14,706 | $4,976+195.5% | $3,919+275.2% | $4,763+208.8% |
| Participant deferral / active EE | $1,593 | $5,910-73.1% | $5,047-68.4% | $5,983-73.4% |
| Admin fee / account holder | $9,867 | $11,742-16.0% | $8,930+10.5% | $11,252-12.3% |