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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 | $499,577 | $66,402+652.4% | $109,907+354.5% | $85,847+481.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 14.40% | 19.59%-5.2pp | 29.46%-15.1pp | 318.61%-304.2pp |
| Employer contribution / active EE | $17,525 | $1,687+938.7% | $2,844+516.3% | $2,565+583.2% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,205 | $4,557-51.6% | $6,069-63.7% | $6,261-64.8% |