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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 | $378,100 | $115,796+226.5% | $101,264+273.4% | $158,950+137.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.66% | 56.15%-43.5pp | 46.48%-33.8pp | 302.91%-290.2pp |
| Employer contribution / active EE | $28,998 | $4,175+594.5% | $3,660+692.3% | $4,762+509.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,040 | $7,247-71.8% | $5,947-65.7% | $11,248-81.9% |