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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 | $276,804 | $106,236+160.6% | $96,496+186.9% | $139,427+98.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.27% | 38.43%-26.2pp | 35.70%-23.4pp | 373.27%-361.0pp |
| Employer contribution / active EE | $34,597 | $4,104+743.0% | $3,738+825.6% | $4,752+628.1% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $38,755 | $7,879+391.9% | $6,731+475.8% | $11,404+239.8% |