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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 | $310,042 | $110,307+181.1% | $96,576+221.0% | $139,456+122.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.90% | 26.40%-14.5pp | 25.87%-14.0pp | 373.45%-361.6pp |
| Employer contribution / active EE | $19,286 | $3,619+432.8% | $2,965+550.5% | $4,753+305.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,056 | $11,597+4.0% | $8,253+46.1% | $11,407+5.7% |