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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 | $407,681 | $97,750+317.1% | $103,464+294.0% | $145,959+179.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 25.43%-13.7pp | 23.91%-12.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $14,142 | $4,685+201.9% | $4,677+202.4% | $4,661+203.4% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,215 | $12,515-90.3% | $9,410-87.1% | $13,398-90.9% |