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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 | $287,492 | $90,486+217.7% | $78,676+265.4% | $273,972+4.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.56% | 75.62%-71.1pp | 62.19%-57.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $27,569 | $3,175+768.3% | $2,850+867.3% | $4,869+466.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,361 | $5,263+248.9% | $4,510+307.1% | $10,133+81.2% |