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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 | $264,303 | $185,905+42.2% | $170,057+55.4% | $139,487+89.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.42% | 60.56%-44.1pp | 53.42%-37.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $26,624 | $7,597+250.4% | $6,790+292.1% | $4,755+459.9% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,901 | $15,397+3.3% | $12,826+24.0% | $11,407+39.4% |