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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 | $360,015 | $152,619+135.9% | $125,195+187.6% | $152,909+135.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.85% | 54.85%-41.0pp | 43.79%-29.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $9,390 | $4,947+89.8% | $3,866+142.9% | $4,764+97.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,547 | $13,437-66.2% | $9,704-53.1% | $11,601-60.8% |