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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 | $646,319 | $133,998+382.3% | $112,263+475.7% | $134,545+380.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.71% | 47.17%-43.5pp | 27.49%-23.8pp | 418.37%-414.7pp |
| Employer contribution / active EE | $17,094 | $4,040+323.1% | $3,636+370.1% | $4,742+260.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,534 | $7,493-79.5% | $6,410-76.1% | $11,431-86.6% |