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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 | $295,602 | $118,877+148.7% | $96,570+206.1% | $167,536+76.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.39% | 50.50%-31.1pp | 37.79%-18.4pp | 478.82%-459.4pp |
| Employer contribution / active EE | $10,000 | $3,121+220.4% | $2,357+324.2% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,953 | $8,069-63.4% | $6,182-52.2% | $12,315-76.0% |