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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 | $359,036 | $89,370+301.7% | $141,197+154.3% | $72,976+392.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 117.52% | 111.88%+5.6pp | 71.41%+46.1pp | 81.02%+36.5pp |
| Employer contribution / active EE | $3,313 | $3,115+6.4% | $4,736-30.0% | $2,440+35.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,540 | $5,957-74.2% | $10,265-85.0% | $5,124-70.0% |