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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 | $340,773 | $152,619+123.3% | $125,195+172.2% | $152,909+122.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.96% | 54.85%-34.9pp | 43.79%-23.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $9,375 | $4,947+89.5% | $3,866+142.5% | $4,764+96.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $909 | $13,437-93.2% | $9,704-90.6% | $11,601-92.2% |