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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 | $330,322 | $124,336+165.7% | $111,303+196.8% | $167,518+97.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.88% | 37.45%-20.6pp | 54.66%-37.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $10,550 | $3,436+207.0% | $2,731+286.2% | $4,838+118.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,722 | $10,623-65.0% | $7,966-53.3% | $12,312-69.8% |