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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 | $340,945 | $134,817+152.9% | $123,973+175.0% | $155,188+119.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.38% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $24,194 | $4,425+446.7% | $4,126+486.4% | $4,248+469.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,216 | $13,245-75.7% | $11,799-72.7% | $14,480-77.8% |