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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 | $473,574 | $72,071+557.1% | $68,368+592.7% | $137,256+245.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.49% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,120 | $2,788+47.8% | $2,649+55.5% | $4,156-0.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,539 | $5,336-71.2% | $5,150-70.1% | $12,270-87.5% |