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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 | $447,561 | $124,346+259.9% | $111,306+302.1% | $167,553+167.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.85% | 37.46%-23.6pp | 54.67%-40.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $25,088 | $3,438+629.8% | $2,732+818.3% | $4,840+418.4% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,677 | $10,623-56.0% | $7,966-41.3% | $12,316-62.0% |