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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 | $302,584 | $232,540+30.1% | $185,117+63.5% | $147,586+105.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.73% | 43.03%-31.3pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $28,780 | $5,195+454.0% | $4,182+588.3% | $4,876+490.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39,875 | $10,275+288.1% | $8,159+388.7% | $10,886+266.3% |