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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 | $271,324 | $165,939+63.5% | $122,354+121.8% | $147,586+83.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.12% | 34.56%-21.4pp | 30.28%-17.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $38,284 | $5,754+565.3% | $4,051+845.1% | $4,876+685.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,865 | $7,425-74.9% | $5,479-66.0% | $10,886-82.9% |