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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 | $336,649 | $165,939+102.9% | $122,354+175.1% | $147,585+128.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.13% | 34.56%-22.4pp | 30.28%-18.1pp | 578.58%-566.5pp |
| Employer contribution / active EE | $30,812 | $5,754+435.5% | $4,051+660.6% | $4,876+531.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,061 | $7,425-45.3% | $5,479-25.9% | $10,886-62.7% |