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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 | $527,716 | $156,616+236.9% | $133,346+295.7% | $198,609+165.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 6.73% | 44.25%-37.5pp | 36.85%-30.1pp | 202.70%-196.0pp |
| Employer contribution / active EE | $20,000 | $3,368+493.8% | $2,853+600.9% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,322 | $17,468-86.7% | $14,264-83.7% | $19,030-87.8% |