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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 | $448,475 | $154,159+190.9% | $130,026+244.9% | $139,456+221.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 32.50%-21.6pp | -137.26%+148.2pp | 373.45%-362.5pp |
| Employer contribution / active EE | $22,433 | $5,292+323.9% | $4,321+419.1% | $4,753+372.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $252,135 | $14,001+1700.8% | $10,608+2276.8% | $11,407+2110.4% |