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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 | $324,011 | $81,208+299.0% | $98,920+227.5% | $79,856+305.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.71% | 60.99%-44.3pp | 196.47%-179.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $15,641 | $1,960+698.1% | $2,689+481.6% | $2,471+532.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,982 | $6,013-33.8% | $6,643-40.1% | $5,306-25.0% |