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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 | $257,610 | $115,814+122.4% | $101,275+154.4% | $158,982+62.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.97% | 56.16%-36.2pp | 46.48%-26.5pp | 302.99%-283.0pp |
| Employer contribution / active EE | $18,655 | $4,176+346.7% | $3,660+409.7% | $4,763+291.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $374 | $7,249-94.8% | $5,948-93.7% | $11,252-96.7% |