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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 | $276,402 | $100,805+174.2% | $86,698+218.8% | $134,532+105.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 5.68% | 29.09%-23.4pp | 35.95%-30.3pp | 418.27%-412.6pp |
| Employer contribution / active EE | $12,500 | $3,490+258.2% | $2,837+340.6% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,815 | $10,925+127.1% | $7,493+231.2% | $11,429+117.1% |