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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 | $276,966 | $34,316+707.1% | $74,722+270.7% | $72,975+279.5% |
| Participation rate | 97.2% | 42.4%+54.8pp | 54.5%+42.8pp | 69.5%+27.7pp |
| Annual return | 29.56% | 26.58%+3.0pp | 753.11%-723.6pp | 81.01%-51.5pp |
| Employer contribution / active EE | $9,958 | $692+1339.4% | $1,084+818.5% | $2,440+308.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,393 | $2,125+718.6% | $3,335+421.6% | $5,124+239.4% |