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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 | $255,108 | $115,814+120.3% | $101,275+151.9% | $158,982+60.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.10% | 56.16%-32.1pp | 46.48%-22.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $15,511 | $4,176+271.5% | $3,660+323.8% | $4,763+225.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $664 | $7,249-90.8% | $5,948-88.8% | $11,252-94.1% |