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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 | $270,505 | $142,392+90.0% | $119,622+126.1% | $134,532+101.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 27.20% | -12.46%+39.7pp | -14.98%+42.2pp | 418.27%-391.1pp |
| Employer contribution / active EE | $15,095 | $5,224+189.0% | $4,232+256.7% | $4,741+218.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34,357 | $13,593+152.8% | $10,328+232.7% | $11,429+200.6% |