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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 | $293,392 | $162,529+80.5% | $130,788+124.3% | $154,746+89.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.69% | 510.48%-494.8pp | 386.44%-370.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $43,099 | $4,447+869.1% | $3,558+1111.3% | $4,379+884.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,806 | $7,669-63.4% | $6,673-57.9% | $14,365-80.5% |