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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 | $260,200 | $68,097+282.1% | $62,929+313.5% | $137,256+89.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.63% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $13,773 | $2,811+390.0% | $2,505+449.9% | $4,156+231.4% |
| Participant deferral / active EE | $365 | $4,553-92.0% | $3,888-90.6% | $6,407-94.3% |
| Admin fee / account holder | $1,995 | $6,521-69.4% | $5,065-60.6% | $12,270-83.7% |