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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 | $458,016 | $162,529+181.8% | $130,788+250.2% | $154,746+196.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.19% | 510.48%-494.3pp | 386.44%-370.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $25,333 | $4,447+469.6% | $3,558+612.0% | $4,379+478.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,975 | $7,669-48.2% | $6,673-40.4% | $14,365-72.3% |