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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 | $282,798 | $118,680+138.3% | $98,910+185.9% | $158,931+77.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.13% | 372.35%-365.2pp | 196.44%-189.3pp | 302.86%-295.7pp |
| Employer contribution / active EE | $12,426 | $3,333+272.8% | $2,689+362.1% | $4,761+161.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $13,521 | $10,131+33.5% | $6,642+103.6% | $11,247+20.2% |