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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 | $303,657 | $95,415+218.2% | $185,851+63.4% | $85,851+253.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 28.28% | 23.59%+4.7pp | 122.11%-93.8pp | 318.63%-290.4pp |
| Employer contribution / active EE | $11,981 | $3,314+261.5% | $5,168+131.8% | $2,565+367.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,955 | $7,215+38.0% | $16,245-38.7% | $6,261+59.0% |