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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 | $495,430 | $104,694+373.2% | $85,709+478.0% | $167,536+195.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.25% | 21.45%-0.2pp | 21.49%-0.2pp | 478.82%-457.6pp |
| Employer contribution / active EE | $17,104 | $3,337+412.5% | $2,619+553.2% | $4,839+253.5% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,448 | $10,035-45.7% | $6,876-20.8% | $12,315-55.8% |