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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 | $458,460 | $110,379+315.4% | $102,412+347.7% | $145,884+214.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $15,789 | $4,216+274.5% | $3,870+308.0% | $4,662+238.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,679 | $9,745+71.2% | $8,388+98.9% | $13,392+24.5% |