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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 | $476,234 | $176,402+170.0% | $134,162+255.0% | $158,982+199.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.21% | 63.66%-53.4pp | 36.35%-26.1pp | 302.99%-292.8pp |
| Employer contribution / active EE | $30,159 | $5,042+498.1% | $3,705+714.0% | $4,763+533.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,837 | $8,719-56.0% | $6,685-42.6% | $11,252-65.9% |