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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 | $263,286 | $112,915+133.2% | $90,965+189.4% | $158,950+65.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.20% | 215.75%-193.6pp | 134.57%-112.4pp | 302.91%-280.7pp |
| Employer contribution / active EE | $4,000 | $2,894+38.2% | $2,122+88.5% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,109 | $8,044-86.2% | $5,960-81.4% | $11,248-90.1% |