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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 | $297,111 | $78,690+277.6% | $161,489+84.0% | $87,485+239.6% |
| Participation rate | 93.2% | 67.5%+25.7pp | 78.7%+14.5pp | 68.9%+24.3pp |
| Annual return | 13.65% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $16,882 | $2,588+552.2% | $4,268+295.5% | $2,596+550.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $65,998 | $6,724+881.6% | $16,006+312.3% | $7,775+748.9% |