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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 | $822,279 | $117,846+597.8% | $102,434+702.7% | $145,884+463.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.97% | 31.90%-15.9pp | 29.46%-13.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $10,850 | $3,615+200.2% | $3,023+258.9% | $4,662+132.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,500 | $13,356+368.0% | $9,462+560.5% | $13,392+366.7% |