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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 | $333,507 | $91,559+264.3% | $133,971+148.9% | $79,852+317.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.28% | 61.85%-49.6pp | 45.09%-32.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $15,382 | $2,384+545.3% | $3,919+292.5% | $2,471+522.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,184 | $6,321-65.5% | $8,929-75.5% | $5,306-58.8% |