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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 | $282,440 | $55,684+407.2% | $75,900+272.1% | $72,976+287.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 43.26% | 27.60%+15.7pp | 30.73%+12.5pp | 81.02%-37.8pp |
| Employer contribution / active EE | $13,366 | $1,687+692.3% | $2,501+434.4% | $2,440+447.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,629 | $3,981+292.5% | $5,421+188.3% | $5,124+205.0% |