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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 | $353,329 | $85,766+312.0% | $136,298+159.2% | $70,126+403.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.68% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $26,176 | $2,966+782.5% | $4,696+457.4% | $2,343+1017.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,781 | $5,421+62.0% | $9,244-5.0% | $4,645+89.0% |