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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 | $328,664 | $124,314+164.4% | $109,163+201.1% | $167,518+96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.51% | 26.04%+4.5pp | 25.75%+4.8pp | 478.71%-448.2pp |
| Employer contribution / active EE | $17,623 | $4,209+318.7% | $3,723+373.4% | $4,838+264.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,776 | $7,973-65.2% | $6,754-58.9% | $12,312-77.5% |