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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 | $487,775 | $305,245+59.8% | $258,236+88.9% | $428,746+13.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 12.12% | -5.74%+17.9pp | -3.31%+15.4pp | 331.92%-319.8pp |
| Employer contribution / active EE | $29,269 | $9,167+219.3% | $7,891+270.9% | $8,363+250.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $5,956 | $16,482-63.9% | $14,475-58.9% | $31,735-81.2% |