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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 | $327,893 | $121,701+169.4% | $104,639+213.4% | $158,982+106.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.10% | 465.72%-450.6pp | 340.67%-325.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $12,810 | $3,165+304.7% | $2,682+377.7% | $4,763+169.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,751 | $7,778-64.6% | $6,465-57.5% | $11,252-75.6% |