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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 | $373,952 | $156,616+138.8% | $133,346+180.4% | $198,609+88.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.71% | 44.25%-25.5pp | 36.85%-18.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $11,253 | $3,368+234.1% | $2,853+294.4% | $5,055+122.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,236 | $17,468-81.5% | $14,264-77.3% | $19,030-83.0% |