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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 | $343,378 | $176,402+94.7% | $134,162+155.9% | $158,982+116.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.31% | 63.66%-54.3pp | 36.35%-27.0pp | 302.99%-293.7pp |
| Employer contribution / active EE | $48,250 | $5,042+856.9% | $3,705+1202.3% | $4,763+913.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,850 | $8,719+13.0% | $6,685+47.3% | $11,252-12.5% |