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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 | $322,079 | $117,846+173.3% | $102,434+214.4% | $145,884+120.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.64% | 31.90%-21.3pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $20,000 | $3,615+453.3% | $3,023+561.6% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $167,974 | $13,356+1157.7% | $9,462+1675.3% | $13,392+1154.3% |