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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 | $299,496 | $89,370+235.1% | $141,197+112.1% | $72,976+310.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 64.90% | 111.88%-47.0pp | 71.41%-6.5pp | 81.02%-16.1pp |
| Employer contribution / active EE | $13,144 | $3,115+322.0% | $4,736+177.5% | $2,440+438.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,922 | $5,957+49.8% | $10,265-13.1% | $5,124+74.1% |