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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 | $261,615 | $73,546+255.7% | $63,018+315.1% | $147,586+77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.00% | 175.56%-165.6pp | 87.62%-77.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $20,533 | $3,324+517.8% | $2,761+643.8% | $4,876+321.1% |
| Participant deferral / active EE | $600 | $4,185-85.7% | $3,330-82.0% | $5,439-89.0% |
| Admin fee / account holder | $3,793 | $5,956-36.3% | $3,601+5.3% | $10,886-65.2% |