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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 | $412,300 | $100,805+309.0% | $86,698+375.6% | $134,532+206.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.36% | 29.09%-24.7pp | 35.95%-31.6pp | 418.27%-413.9pp |
| Employer contribution / active EE | $8,750 | $3,490+150.7% | $2,837+208.5% | $4,741+84.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,280 | $10,925+113.1% | $7,493+210.7% | $11,429+103.7% |