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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 | $598,471 | $114,013+424.9% | $103,693+477.2% | $155,188+285.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.08% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $43,750 | $3,131+1297.2% | $2,920+1398.1% | $4,248+929.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,301 | $8,407-48.8% | $7,858-45.3% | $14,480-70.3% |