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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 | $368,548 | $118,869+210.0% | $96,575+281.6% | $167,518+120.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.26% | 50.49%-29.2pp | 37.79%-16.5pp | 478.71%-457.5pp |
| Employer contribution / active EE | $2,000 | $3,120-35.9% | $2,357-15.1% | $4,838-58.7% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,600 | $8,067-80.2% | $6,182-74.1% | $12,312-87.0% |