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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 | $272,716 | $152,619+78.7% | $125,195+117.8% | $152,909+78.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.43% | 54.85%-28.4pp | 43.79%-17.4pp | 345.46%-319.0pp |
| Employer contribution / active EE | $21,106 | $4,947+326.6% | $3,866+445.9% | $4,764+343.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,407 | $13,437-67.2% | $9,704-54.6% | $11,601-62.0% |