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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 | $354,233 | $124,314+185.0% | $109,163+224.5% | $167,518+111.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.37% | 26.04%-7.7pp | 25.75%-7.4pp | 478.71%-460.3pp |
| Employer contribution / active EE | $34,233 | $4,209+713.4% | $3,723+819.6% | $4,838+607.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,834 | $7,973-51.9% | $6,754-43.2% | $12,312-68.9% |