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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 | $423,268 | $104,694+304.3% | $85,709+393.8% | $167,536+152.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.33% | 21.45%-10.1pp | 21.49%-10.2pp | 478.82%-467.5pp |
| Employer contribution / active EE | $18,653 | $3,337+458.9% | $2,619+612.3% | $4,839+285.5% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,101 | $10,035-59.1% | $6,876-40.4% | $12,315-66.7% |