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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 | $411,132 | $152,592+169.4% | $125,180+228.4% | $152,885+168.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.14% | 54.84%-36.7pp | 43.79%-25.7pp | 345.39%-327.2pp |
| Employer contribution / active EE | $17,420 | $4,947+252.2% | $3,866+350.6% | $4,763+265.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,124 | $13,435+34.9% | $9,703+86.8% | $11,598+56.3% |