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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 | $399,846 | $110,248+262.7% | $95,728+317.7% | $139,456+186.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.28% | 27.16%-11.9pp | 28.40%-13.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $10,410 | $3,258+219.5% | $2,835+267.2% | $4,753+119.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,563 | $6,607-46.1% | $5,673-37.2% | $11,407-68.8% |