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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 | $563,038 | $154,145+265.3% | $130,014+333.1% | $139,427+303.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.90% | 32.49%-10.6pp | -137.22%+159.1pp | 373.27%-351.4pp |
| Employer contribution / active EE | $14,444 | $5,290+173.0% | $4,320+234.3% | $4,752+204.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $539 | $14,009-96.2% | $10,616-94.9% | $11,404-95.3% |