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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 | $441,550 | $98,240+349.5% | $82,312+436.4% | $147,586+199.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.53% | 30.85%-12.3pp | 25.88%-7.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $25,814 | $3,192+708.8% | $2,428+963.0% | $4,876+429.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,745 | $8,563-79.6% | $5,608-68.9% | $10,886-84.0% |