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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 | $294,004 | $150,346+95.6% | $120,524+143.9% | $145,877+101.5% |
| Participation rate | 84.6% | 78.8%+5.8pp | 71.9%+12.7pp | 80.3%+4.3pp |
| Annual return | 17.22% | 154.40%-137.2pp | 107.36%-90.1pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,871 | $4,353-34.1% | $3,469-17.2% | $4,663-38.4% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,265 | $12,215+205.1% | $9,440+294.8% | $13,402+178.1% |