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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 | $319,608 | $115,810+176.0% | $101,271+215.6% | $158,966+101.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 56.15%-43.1pp | 46.48%-33.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $10,417 | $4,175+149.5% | $3,660+184.6% | $4,762+118.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,544 | $7,248-78.7% | $5,948-74.0% | $11,250-86.3% |