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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 | $598,571 | $81,276+636.5% | $155,574+284.8% | $80,925+639.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.05% | 33.36%-13.3pp | 64.87%-44.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $7,946 | $3,103+156.1% | $4,676+69.9% | $2,756+188.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,912 | $7,993+111.6% | $15,914+6.3% | $6,940+143.7% |