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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 | $347,872 | $165,912+109.7% | $122,342+184.3% | $147,585+135.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.49% | 34.55%-20.1pp | 30.28%-15.8pp | 578.57%-564.1pp |
| Employer contribution / active EE | $20,466 | $5,754+255.7% | $4,051+405.2% | $4,876+319.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,290 | $7,424-55.7% | $5,478-39.9% | $10,885-69.8% |