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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 | $500,457 | $78,682+536.0% | $109,188+358.3% | $85,851+482.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.46% | 25.09%-6.6pp | 25.76%-7.3pp | 318.63%-300.2pp |
| Employer contribution / active EE | $11,369 | $2,734+315.9% | $3,723+205.4% | $2,565+343.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21,068 | $5,470+285.2% | $6,755+211.9% | $6,261+236.5% |