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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 | $93,345+310.6% | $119,126+221.7% | $87,485+338.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 48.60% | 19.08%+29.5pp | 282.11%-233.5pp | 26.06%+22.5pp |
| Employer contribution / active EE | $22,773 | $3,172+618.0% | $4,034+464.6% | $2,596+777.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,956 | $8,039-50.8% | $10,693-63.0% | $7,775-49.1% |