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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 | $754,301 | $115,866+551.0% | $65,328+1054.6% | $139,456+440.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 25.36% | 31.21%-5.8pp | 47.39%-22.0pp | 373.45%-348.1pp |
| Employer contribution / active EE | $12,000 | $2,600+361.5% | $1,692+609.2% | $4,753+152.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,803 | $6,705+165.5% | $4,116+332.6% | $11,407+56.1% |