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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 | $821,398 | $165,939+395.0% | $122,354+571.3% | $147,586+456.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.04% | 34.56%-17.5pp | 30.28%-13.2pp | 578.59%-561.6pp |
| Employer contribution / active EE | $28,764 | $5,754+399.9% | $4,051+610.1% | $4,876+489.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,995 | $7,425+7.7% | $5,479+45.9% | $10,886-26.6% |