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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 | $657,247 | $185,225+254.8% | $142,898+359.9% | $167,536+292.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.90% | 8558.12%-8543.2pp | 5639.64%-5624.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $58,000 | $5,607+934.4% | $4,146+1299.0% | $4,839+1098.6% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,157 | $8,032-35.8% | $6,560-21.4% | $12,315-58.1% |