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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 | $55,930+467.9% | $76,089+317.5% | $80,925+292.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 22.35% | 20.58%+1.8pp | 360.94%-338.6pp | 35.65%-13.3pp |
| Employer contribution / active EE | $15,688 | $1,866+740.6% | $2,690+483.2% | $2,756+469.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,296 | $5,241+77.4% | $6,418+44.9% | $6,940+34.0% |