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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 | $352,348 | $141,004+149.9% | $112,273+213.8% | $139,466+152.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.20% | 32.75%-22.6pp | 30.23%-20.0pp | 373.66%-363.5pp |
| Employer contribution / active EE | $15,684 | $4,285+266.0% | $3,431+357.1% | $4,754+229.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $21,992 | $9,959+120.8% | $7,752+183.7% | $11,409+92.8% |