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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 | $335,784 | $100,901+232.8% | $75,501+344.7% | $147,586+127.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.08% | 35.78%-21.7pp | 27.35%-13.3pp | 578.59%-564.5pp |
| Employer contribution / active EE | $14,000 | $3,253+330.3% | $2,352+495.3% | $4,876+187.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,439 | $11,285-78.4% | $5,801-58.0% | $10,886-77.6% |