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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 | $262,182 | $117,829+122.5% | $102,423+156.0% | $145,877+79.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.09% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $13,993 | $3,615+287.1% | $3,023+362.9% | $4,663+200.1% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $125,983 | $13,335+844.7% | $9,455+1232.5% | $13,402+840.0% |