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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 | $495,770 | $85,060+482.8% | $70,565+602.6% | $139,487+255.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.77% | 30.39%-13.6pp | 32.79%-16.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $6,993 | $3,912+78.8% | $2,976+135.0% | $4,755+47.1% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $25,148 | $8,932+181.5% | $6,430+291.1% | $11,407+120.5% |