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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 | $302,451 | $162,529+86.1% | $130,788+131.3% | $154,746+95.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.27% | 510.48%-502.2pp | 386.44%-378.2pp | 172.34%-164.1pp |
| Employer contribution / active EE | $27,973 | $4,447+529.0% | $3,558+686.2% | $4,379+538.8% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,053 | $7,669-73.2% | $6,673-69.2% | $14,365-85.7% |