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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 | $352,156 | $115,796+204.1% | $101,264+247.8% | $158,950+121.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.02% | 56.15%-47.1pp | 46.48%-37.5pp | 302.91%-293.9pp |
| Employer contribution / active EE | $14,883 | $4,175+256.5% | $3,660+306.7% | $4,762+212.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,896 | $7,247-73.8% | $5,947-68.1% | $11,248-83.1% |