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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 | $423,016 | $103,038+310.5% | $90,324+368.3% | $152,909+176.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.77% | 95.25%-84.5pp | 78.15%-67.4pp | 345.46%-334.7pp |
| Employer contribution / active EE | $6,585 | $3,141+109.7% | $2,856+130.6% | $4,764+38.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,438 | $6,177-44.3% | $5,356-35.8% | $11,601-70.4% |