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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 | $807,822 | $232,540+247.4% | $185,117+336.4% | $147,586+447.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.30% | 43.03%-34.7pp | 40.50%-32.2pp | 578.59%-570.3pp |
| Employer contribution / active EE | $23,877 | $5,195+359.6% | $4,182+471.0% | $4,876+389.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38,492 | $10,275+274.6% | $8,159+371.8% | $10,886+253.6% |