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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 | $2,044,727 | $125,778+1525.7% | $114,563+1684.8% | $154,746+1221.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.49% | 295.14%-278.6pp | 241.09%-224.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $70,000 | $2,806+2394.7% | $2,592+2600.5% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,551 | $8,190-32.2% | $7,623-27.2% | $14,365-61.4% |