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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 | $404,299 | $103,392+291.0% | $87,104+364.2% | $152,897+164.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.21% | 28.10%-10.9pp | 28.19%-11.0pp | 345.43%-328.2pp |
| Employer contribution / active EE | $16,706 | $3,221+418.7% | $2,521+562.6% | $4,764+250.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59,146 | $12,194+385.0% | $7,491+689.6% | $11,599+409.9% |