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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 | $283,000 | $124,298+127.7% | $109,152+159.3% | $167,497+69.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.62%-478.6pp |
| Employer contribution / active EE | $22,909 | $4,208+444.4% | $3,722+515.5% | $4,838+373.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,998 | $7,971+50.5% | $6,753+77.7% | $12,310-2.5% |