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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 | $306,435 | $118,708+158.1% | $98,920+209.8% | $158,982+92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.38% | 372.49%-365.1pp | 196.47%-189.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $6,424 | $3,334+92.7% | $2,689+138.9% | $4,763+34.9% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,171 | $10,134-58.8% | $6,643-37.2% | $11,252-62.9% |