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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 | $372,625 | $85,171+337.5% | $172,753+115.7% | $72,976+410.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 29.18% | 27.32%+1.9pp | 803.00%-773.8pp | 81.02%-51.8pp |
| Employer contribution / active EE | $28,355 | $3,324+753.0% | $5,144+451.2% | $2,440+1062.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23,608 | $5,880+301.5% | $13,956+69.2% | $5,124+360.7% |