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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 | $360,831 | $115,796+211.6% | $101,264+256.3% | $158,950+127.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.94% | 56.15%-38.2pp | 46.48%-28.5pp | 302.91%-285.0pp |
| Employer contribution / active EE | $9,000 | $4,175+115.6% | $3,660+145.9% | $4,762+89.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,833 | $7,247-19.5% | $5,947-1.9% | $11,248-48.1% |