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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 | $545,032 | $95,188+472.6% | $76,518+612.3% | $135,380+302.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 4.89% | 4.85%0pp | -0.27%+5.2pp | 519.81%-514.9pp |
| Employer contribution / active EE | $45,500 | $3,303+1277.7% | $2,647+1618.8% | $4,779+852.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,167 | $6,249+94.7% | $4,849+150.9% | $10,828+12.4% |