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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 | $311,648 | $150,207+107.5% | $120,380+158.9% | $145,978+113.5% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 14.87% | 154.28%-139.4pp | 107.28%-92.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $18,182 | $4,351+317.9% | $3,465+424.7% | $4,662+290.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,203 | $12,203-65.6% | $9,421-55.4% | $13,400-68.6% |