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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 | $532,490 | $90,486+488.5% | $78,676+576.8% | $273,972+94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.16% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $13,658 | $3,175+330.2% | $2,850+379.2% | $4,869+180.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,161 | $5,263+131.1% | $4,510+169.6% | $10,133+20.0% |