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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 | $604,565 | $197,819+205.6% | $155,789+288.1% | $125,388+382.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.67% | 86.73%-83.1pp | 71.54%-67.9pp | 282.24%-278.6pp |
| Employer contribution / active EE | $24,515 | $4,850+405.4% | $3,839+538.6% | $4,866+403.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,426 | $9,544-11.7% | $7,477+12.7% | $9,541-11.7% |