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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 | $294,746 | $124,351+137.0% | $109,188+169.9% | $167,553+75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.83% | 26.04%-12.2pp | 25.76%-11.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,700 | $4,210-59.6% | $3,723-54.3% | $4,840-64.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,305 | $7,975+29.2% | $6,755+52.5% | $12,316-16.3% |