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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 | $865,050 | $110,337+684.0% | $102,383+744.9% | $145,877+493.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $62,060 | $4,216+1372.0% | $3,870+1503.5% | $4,663+1230.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,121 | $9,750-47.5% | $8,391-39.0% | $13,402-61.8% |