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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 | $323,282 | $111,535+189.8% | $105,223+207.2% | $137,256+135.5% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 19.00% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $13,395 | $3,939+240.0% | $3,689+263.2% | $4,156+222.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,029 | $9,721+64.9% | $8,859+80.9% | $12,270+30.6% |