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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 | $282,727 | $115,814+144.1% | $101,275+179.2% | $158,982+77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.14% | 56.16%-44.0pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $24,000 | $4,176+474.8% | $3,660+555.7% | $4,763+403.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,880 | $7,249-60.3% | $5,948-51.6% | $11,252-74.4% |