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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 | $289,694 | $91,167+217.8% | $178,498+62.3% | $79,858+262.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 30.06% | 24.19%+5.9pp | 151.09%-121.0pp | 31.72%-1.7pp |
| Employer contribution / active EE | $47,500 | $3,255+1359.2% | $5,011+847.9% | $2,471+1822.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,586 | $6,747-2.4% | $13,985-52.9% | $5,306+24.1% |