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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 | $582,739 | $157,296+270.5% | $141,191+312.7% | $152,897+281.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.69% | 64.34%-38.7pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $25,000 | $5,262+375.1% | $4,736+427.9% | $4,764+424.8% |
| Participant deferral / active EE | $1,620 | $7,111-77.2% | $6,710-75.9% | $5,851-72.3% |
| Admin fee / account holder | $1,587 | $12,125-86.9% | $10,264-84.5% | $11,599-86.3% |