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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 | $353,142 | $227,399+55.3% | $189,758+86.1% | $198,609+77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.21% | 61.03%-51.8pp | 52.62%-43.4pp | 202.70%-193.5pp |
| Employer contribution / active EE | $26,368 | $5,526+377.2% | $4,767+453.2% | $5,055+421.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,313 | $25,162-67.0% | $20,388-59.2% | $19,030-56.3% |