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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 | $287,727 | $85,024+238.4% | $70,544+307.9% | $139,466+106.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.78% | 30.39%-11.6pp | 32.79%-14.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $25,627 | $3,912+555.1% | $2,976+761.2% | $4,754+439.1% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,163 | $8,928-19.8% | $6,427+11.4% | $11,409-37.2% |