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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 | $399,903 | $88,702+350.8% | $81,780+389.0% | $145,978+173.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.01% | 1029.12%-1011.1pp | 776.27%-758.3pp | 550.52%-532.5pp |
| Employer contribution / active EE | $51,600 | $3,084+1573.0% | $2,914+1670.8% | $4,662+1006.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,989 | $8,414-16.9% | $7,384-5.4% | $13,400-47.8% |