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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 | $459,142 | $134,817+240.6% | $123,973+270.4% | $155,188+195.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.44% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $18,046 | $4,425+307.8% | $4,126+337.4% | $4,248+324.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,469 | $13,245-81.4% | $11,799-79.1% | $14,480-82.9% |