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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 | $296,049 | $77,976+279.7% | $81,367+263.8% | $125,388+136.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 46.93% | -2.85%+49.8pp | -0.92%+47.8pp | 282.24%-235.3pp |
| Employer contribution / active EE | $25,256 | $4,366+478.5% | $3,930+542.7% | $4,866+419.0% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,857 | $12,476-21.0% | $8,926+10.4% | $9,541+3.3% |