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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 | $272,226 | $100,279+171.5% | $81,353+234.6% | $145,884+86.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 34.49%-20.5pp | 24.82%-10.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $14,853 | $2,979+398.6% | $2,464+502.8% | $4,662+218.6% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,691 | $8,206-30.7% | $5,766-1.3% | $13,392-57.5% |