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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 | $484,595 | $102,638+372.1% | $81,982+491.1% | $158,982+204.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 7.66% | 61.05%-53.4pp | 41.31%-33.7pp | 302.99%-295.3pp |
| Employer contribution / active EE | $17,863 | $3,241+451.2% | $2,498+615.0% | $4,763+275.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $39,685 | $8,237+381.8% | $5,665+600.5% | $11,252+252.7% |