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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 | $854,737 | $152,592+460.1% | $125,180+582.8% | $152,885+459.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.46% | 54.84%-29.4pp | 43.79%-18.3pp | 345.39%-319.9pp |
| Employer contribution / active EE | $34,074 | $4,947+588.8% | $3,866+781.5% | $4,763+615.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,598 | $13,435-21.1% | $9,703+9.2% | $11,598-8.6% |