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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 | $290,480 | $157,829+84.0% | $136,867+112.2% | $198,609+46.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.54% | 51.25%-39.7pp | 42.97%-31.4pp | 202.70%-191.2pp |
| Employer contribution / active EE | $31,032 | $3,923+691.1% | $3,547+774.9% | $5,055+513.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,629 | $11,107-76.3% | $10,340-74.6% | $19,030-86.2% |