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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 | $299,600 | $157,304+90.5% | $141,197+112.2% | $152,909+95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 44.71% | 64.34%-19.6pp | 71.41%-26.7pp | 345.46%-300.8pp |
| Employer contribution / active EE | $14,302 | $5,263+171.8% | $4,736+202.0% | $4,764+200.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,000 | $12,126-34.0% | $10,265-22.1% | $11,601-31.0% |