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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 | $564,539 | $125,190+350.9% | $105,624+434.5% | $145,897+286.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.41% | 225.22%-201.8pp | 116.20%-92.8pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,366 | $3,720-63.3% | $3,168-56.9% | $4,663-70.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,149 | $17,138+46.7% | $10,961+129.4% | $13,390+87.8% |