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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 | $635,713 | $106,267+498.2% | $96,520+558.6% | $139,456+355.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.47% | 38.45%-24.0pp | 35.72%-21.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $28,571 | $4,105+596.0% | $3,739+664.2% | $4,753+501.2% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,002 | $7,882-49.2% | $6,733-40.6% | $11,407-64.9% |