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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 | $392,314 | $121,677+222.4% | $104,625+275.0% | $158,966+146.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.09% | 465.58%-453.5pp | 340.60%-328.5pp | 302.95%-290.9pp |
| Employer contribution / active EE | $10,620 | $3,165+235.6% | $2,681+296.1% | $4,762+123.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,407 | $7,777+72.4% | $6,465+107.4% | $11,250+19.2% |