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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 | $469,229 | $227,633+106.1% | $189,597+147.5% | $167,553+180.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 28.66% | 78.45%-49.8pp | 64.20%-35.5pp | 478.89%-450.2pp |
| Employer contribution / active EE | $25,089 | $5,317+371.9% | $4,412+468.6% | $4,840+418.4% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,585 | $11,879+22.8% | $9,807+48.7% | $12,316+18.4% |