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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 | $270,825 | $97,125+178.8% | $86,233+214.1% | $137,256+97.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.45% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $13,333 | $2,841+369.3% | $2,504+432.4% | $4,156+220.8% |
| Participant deferral / active EE | $670 | $5,180-87.1% | $4,559-85.3% | $6,407-89.5% |
| Admin fee / account holder | $2,777 | $9,725-71.4% | $8,342-66.7% | $12,270-77.4% |