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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 | $282,047 | $110,039+156.3% | $97,260+190.0% | $145,884+93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.58% | 244.44%-221.9pp | 75.54%-53.0pp | 551.85%-529.3pp |
| Employer contribution / active EE | $917 | $3,074-70.2% | $2,721-66.3% | $4,662-80.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,434 | $6,204-60.8% | $5,640-56.8% | $13,392-81.8% |