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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 | $447,574 | $102,638+336.1% | $81,982+445.9% | $158,982+181.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.03% | 61.05%-52.0pp | 41.31%-32.3pp | 302.99%-294.0pp |
| Employer contribution / active EE | $18,774 | $3,241+479.3% | $2,498+651.5% | $4,763+294.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35,554 | $8,237+331.6% | $5,665+527.6% | $11,252+216.0% |