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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 | $261,588 | $65,555+299.0% | $86,216+203.4% | $75,173+248.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.06% | 46.07%-29.0pp | 1169.42%-1152.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,846 | $1,553+147.6% | $2,382+61.5% | $2,671+44.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,938 | $5,469-64.6% | $6,853-71.7% | $5,651-65.7% |