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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 | $380,419 | $150,207+153.3% | $120,380+216.0% | $145,978+160.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 154.28%-141.1pp | 107.28%-94.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,504 | $4,351-19.5% | $3,465+1.1% | $4,662-24.8% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,269 | $12,203+16.9% | $9,421+51.5% | $13,400+6.5% |