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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 | $363,164 | $103,392+251.2% | $87,104+316.9% | $152,897+137.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.74% | 28.10%-11.4pp | 28.19%-11.5pp | 345.43%-328.7pp |
| Employer contribution / active EE | $12,688 | $3,221+293.9% | $2,521+403.2% | $4,764+166.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,379 | $12,194+67.1% | $7,491+172.1% | $11,599+75.7% |