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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 | $789,267 | $152,612+417.2% | $125,192+530.4% | $152,897+416.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.26% | 54.85%-29.6pp | 43.79%-18.5pp | 345.43%-320.2pp |
| Employer contribution / active EE | $16,101 | $4,947+225.5% | $3,866+316.5% | $4,764+238.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,996 | $13,437-47.9% | $9,704-27.9% | $11,599-39.7% |