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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 | $459,243 | $89,364+413.9% | $141,177+225.3% | $72,983+529.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.16% | 111.86%-89.7pp | 71.40%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $19,605 | $3,115+529.4% | $4,736+314.0% | $2,440+703.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,410 | $5,959-26.0% | $10,263-57.0% | $5,124-13.9% |