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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 | $410,204 | $117,444+249.3% | $99,479+312.4% | $152,909+168.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.18% | 31.87%-9.7pp | 30.72%-8.5pp | 345.46%-323.3pp |
| Employer contribution / active EE | $14,412 | $3,014+378.2% | $2,540+467.3% | $4,764+202.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,571 | $7,635-53.2% | $6,253-42.9% | $11,601-69.2% |