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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 | $367,882 | $90,397+307.0% | $76,002+384.0% | $145,959+152.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.40% | 621.97%-607.6pp | 360.07%-345.7pp | 561.95%-547.5pp |
| Employer contribution / active EE | $30,246 | $3,317+811.8% | $2,688+1025.1% | $4,661+548.9% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,092 | $8,369-63.1% | $6,414-51.8% | $13,398-76.9% |