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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 | $511,840 | $102,595+398.9% | $94,057+444.2% | $154,746+230.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.02% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $44,600 | $3,147+1317.1% | $2,933+1420.6% | $4,379+918.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,054 | $7,736+55.8% | $7,244+66.4% | $14,365-16.1% |