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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 | $259,200 | $154,159+68.1% | $130,026+99.3% | $139,456+85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 32.50%-19.2pp | -137.26%+150.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $10,714 | $5,292+102.5% | $4,321+147.9% | $4,753+125.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,834 | $14,001-51.2% | $10,608-35.6% | $11,407-40.1% |