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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 | $371,131 | $115,814+220.5% | $101,275+266.5% | $158,982+133.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.37% | 56.16%-46.8pp | 46.48%-37.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $22,594 | $4,176+441.1% | $3,660+517.3% | $4,763+374.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,871 | $7,249-46.6% | $5,948-34.9% | $11,252-65.6% |