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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 | $600,154 | $157,304+281.5% | $141,197+325.0% | $152,909+292.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.81% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $29,375 | $5,263+458.2% | $4,736+520.2% | $4,764+516.6% |
| Participant deferral / active EE | $1,893 | $7,111-73.4% | $6,710-71.8% | $5,851-67.7% |
| Admin fee / account holder | $3,274 | $12,126-73.0% | $10,265-68.1% | $11,601-71.8% |