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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 | $323,562 | $154,159+109.9% | $130,026+148.8% | $139,456+132.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 32.50%-17.9pp | -137.26%+151.9pp | 373.45%-358.8pp |
| Employer contribution / active EE | $1,775 | $5,292-66.4% | $4,321-58.9% | $4,753-62.6% |
| Participant deferral / active EE | $1,892 | $6,710-71.8% | $5,821-67.5% | $6,711-71.8% |
| Admin fee / account holder | $193,837 | $14,001+1284.5% | $10,608+1727.2% | $11,407+1599.3% |