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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 | $440,005 | $152,460+188.6% | $118,746+270.5% | $147,585+198.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.06% | 17.41%-3.4pp | 24.54%-10.5pp | 578.58%-564.5pp |
| Employer contribution / active EE | $12,500 | $5,046+147.7% | $4,193+198.1% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,527 | $16,953+32.9% | $10,720+110.1% | $10,886+106.9% |