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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 | $306,993 | $91,179+236.7% | $178,499+72.0% | $79,852+284.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.34% | 24.19%-10.9pp | 151.10%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $15,742 | $3,256+383.5% | $5,011+214.1% | $2,471+537.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,138 | $6,749-68.3% | $13,986-84.7% | $5,306-59.7% |