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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 | $337,883 | $124,346+171.7% | $111,308+203.6% | $167,536+101.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.45% | 37.45%-22.0pp | 54.67%-39.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $5,000 | $3,437+45.5% | $2,732+83.0% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $591 | $10,621-94.4% | $7,965-92.6% | $12,315-95.2% |