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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 | $605,648 | $52,678+1049.7% | $75,784+699.2% | $59,633+915.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 8.93% | 2.95%+6.0pp | 9.68%-0.8pp | 2041.45%-2032.5pp |
| Employer contribution / active EE | $15,264 | $2,193+595.9% | $3,323+359.3% | $2,203+593.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,204 | $3,610+348.9% | $5,300+205.8% | $4,297+277.1% |