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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 | $271,328 | $110,410+145.7% | $102,437+164.9% | $145,897+86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $5,000 | $4,217+18.6% | $3,871+29.2% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,835 | $9,745-81.2% | $8,388-78.1% | $13,390-86.3% |