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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 | $393,652 | $91,198+331.6% | $178,503+120.5% | $79,856+393.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.41% | 24.20%-5.8pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $18,751 | $3,257+475.8% | $5,011+274.2% | $2,471+658.8% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,523 | $6,748-77.4% | $13,987-89.1% | $5,306-71.3% |