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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 | $484,309 | $161,352+200.2% | $134,172+261.0% | $137,256+252.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.99% | 28.72%-11.7pp | 25.30%-8.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $31,323 | $4,099+664.2% | $3,420+815.9% | $4,156+653.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,859 | $15,028-74.3% | $12,016-67.9% | $12,270-68.6% |