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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 | $788,013 | $99,345+693.2% | $84,753+829.8% | $273,972+187.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.41% | 22.93%-12.5pp | 22.78%-12.4pp | 41.46%-31.0pp |
| Employer contribution / active EE | $26,764 | $4,214+535.1% | $3,574+648.8% | $4,869+449.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,344 | $6,645+100.8% | $5,333+150.2% | $10,133+31.7% |