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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 | $290,662 | $102,616+183.3% | $81,981+254.5% | $158,931+82.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.07% | 61.05%-50.0pp | 41.31%-30.2pp | 302.86%-291.8pp |
| Employer contribution / active EE | $21,876 | $3,240+575.1% | $2,498+775.7% | $4,761+359.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $127,755 | $8,236+1451.2% | $5,664+2155.5% | $11,247+1035.9% |