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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 | $383,260 | $88,672+332.2% | $105,223+264.2% | $82,448+364.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 48.60% | 30.86%+17.7pp | 180.65%-132.1pp | 41.64%+7.0pp |
| Employer contribution / active EE | $22,773 | $3,048+647.2% | $3,689+517.4% | $2,551+792.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,956 | $7,146-44.6% | $8,859-55.3% | $7,234-45.3% |