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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 | $433,450 | $124,314+248.7% | $109,163+297.1% | $167,518+158.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.85% | 26.04%-15.2pp | 25.75%-14.9pp | 478.71%-467.9pp |
| Employer contribution / active EE | $15,625 | $4,209+271.3% | $3,723+319.7% | $4,838+222.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,944 | $7,973+87.4% | $6,754+121.3% | $12,312+21.4% |