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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 | $343,556 | $158,852+116.3% | $121,220+183.4% | $135,380+153.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 3.29% | -0.64%+3.9pp | 16.94%-13.6pp | 519.81%-516.5pp |
| Employer contribution / active EE | $34,500 | $5,666+508.9% | $4,023+757.7% | $4,779+621.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,785 | $6,515-72.6% | $5,021-64.4% | $10,828-83.5% |