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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 | $257,945 | $91,537+181.8% | $130,045+98.4% | $75,173+243.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.61% | -631.55%+648.2pp | -137.30%+153.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $10,106 | $2,845+255.3% | $4,321+133.9% | $2,671+278.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,853 | $6,780-72.7% | $10,600-82.5% | $5,651-67.2% |