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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 | $773,608 | $103,387+648.3% | $87,102+788.2% | $152,885+406.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.58% | 28.10%-11.5pp | 28.19%-11.6pp | 345.39%-328.8pp |
| Employer contribution / active EE | $16,731 | $3,221+419.5% | $2,521+563.6% | $4,763+251.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,833 | $12,193+5.3% | $7,491+71.3% | $11,598+10.7% |