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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 | $268,023 | $166,020+61.4% | $164,866+62.6% | $145,959+83.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.10% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,333 | $5,275-36.8% | $4,343-23.2% | $4,661-28.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $71,872 | $16,644+331.8% | $12,689+466.4% | $13,398+436.4% |