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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 | $329,445 | $103,393+218.6% | $87,103+278.2% | $152,909+115.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.47% | 28.10%-4.6pp | 28.19%-4.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $10,832 | $3,221+236.3% | $2,521+329.6% | $4,764+127.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84,888 | $12,195+596.1% | $7,491+1033.1% | $11,601+631.8% |