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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 | $317,648 | $56,060+466.6% | $76,002+317.9% | $80,874+292.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 22.35% | 20.54%+1.8pp | 360.07%-337.7pp | 35.62%-13.3pp |
| Employer contribution / active EE | $15,688 | $1,873+737.4% | $2,688+483.6% | $2,756+469.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,296 | $5,237+77.5% | $6,414+44.9% | $6,935+34.0% |