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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 | $281,422 | $157,829+78.3% | $136,867+105.6% | $198,609+41.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.92% | 51.25%-38.3pp | 42.97%-30.1pp | 202.70%-189.8pp |
| Employer contribution / active EE | $17,552 | $3,923+347.5% | $3,547+394.9% | $5,055+247.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,525 | $11,107-77.3% | $10,340-75.6% | $19,030-86.7% |