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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 | $368,165 | $201,370+82.8% | $184,256+99.8% | $145,897+152.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.04% | 29.05%-6.0pp | 28.85%-5.8pp | 552.29%-529.3pp |
| Employer contribution / active EE | $17,103 | $7,024+143.5% | $6,427+166.1% | $4,663+266.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $273,931 | $16,364+1574.0% | $13,899+1870.8% | $13,390+1945.7% |