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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 | $362,635 | $110,212+229.0% | $96,534+275.7% | $139,466+160.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.57% | 26.42%-13.9pp | 25.88%-13.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $22,500 | $3,620+521.5% | $2,965+658.7% | $4,754+373.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,982 | $11,599-31.2% | $8,253-3.3% | $11,409-30.0% |