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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 | $312,875 | $105,284+197.2% | $150,734+107.6% | $94,015+232.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 12.08% | 15.67%-3.6pp | 600.81%-588.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $15,124 | $3,599+320.2% | $4,918+207.5% | $2,790+442.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $32,508 | $9,839+230.4% | $14,905+118.1% | $8,951+263.2% |