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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 | $264,378 | $165,939+59.3% | $122,354+116.1% | $147,586+79.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 34.56%-19.5pp | 30.28%-15.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $24,098 | $5,754+318.8% | $4,051+494.9% | $4,876+394.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,583 | $7,425+42.5% | $5,479+93.2% | $10,886-2.8% |