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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 | $268,806 | $157,304+70.9% | $141,197+90.4% | $152,909+75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.15% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $3,796 | $5,263-27.9% | $4,736-19.9% | $4,764-20.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $895 | $12,126-92.6% | $10,265-91.3% | $11,601-92.3% |