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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 | $400,080 | $165,939+141.1% | $122,354+227.0% | $147,586+171.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.15% | 34.56%-22.4pp | 30.28%-18.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $27,670 | $5,754+380.8% | $4,051+583.0% | $4,876+467.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,564 | $7,425-52.0% | $5,479-34.9% | $10,886-67.3% |