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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 | $295,897 | $118,877+148.9% | $96,570+206.4% | $167,536+76.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.09% | 50.50%-24.4pp | 37.79%-11.7pp | 478.82%-452.7pp |
| Employer contribution / active EE | $10,063 | $3,121+222.5% | $2,357+326.9% | $4,839+107.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $54,624 | $8,069+577.0% | $6,182+783.5% | $12,315+343.6% |