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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 | $407,181 | $100,901+303.5% | $75,501+439.3% | $147,586+175.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 27.55% | 35.78%-8.2pp | 27.35%+0.2pp | 578.59%-551.0pp |
| Employer contribution / active EE | $27,046 | $3,253+731.3% | $2,352+1050.0% | $4,876+454.6% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,403 | $11,285-78.7% | $5,801-58.6% | $10,886-77.9% |