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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 | $348,677 | $162,529+114.5% | $130,788+166.6% | $154,746+125.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 15.87% | 510.48%-494.6pp | 386.44%-370.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $19,731 | $4,447+343.7% | $3,558+454.6% | $4,379+350.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,157 | $7,669-84.9% | $6,673-82.7% | $14,365-91.9% |