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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 | $327,198 | $81,208+302.9% | $98,920+230.8% | $79,852+309.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.47% | 60.99%-48.5pp | 196.47%-184.0pp | 31.72%-19.3pp |
| Employer contribution / active EE | $14,204 | $1,960+624.8% | $2,689+428.1% | $2,471+474.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39,597 | $6,013+558.5% | $6,643+496.1% | $5,306+646.2% |