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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 | $682,043 | $81,870+733.1% | $119,634+470.1% | $68,490+895.8% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.6pp | 67.9%+31.0pp |
| Annual return | 38.79% | -23.82%+62.6pp | -14.98%+53.8pp | -7.85%+46.6pp |
| Employer contribution / active EE | $12,900 | $2,692+379.2% | $4,232+204.8% | $2,597+396.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,328 | $6,583+102.5% | $10,329+29.0% | $5,403+146.7% |