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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 | $669,919 | $125,778+432.6% | $114,563+484.8% | $154,746+332.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.30% | 295.14%-279.8pp | 241.09%-225.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,481 | $2,806+237.9% | $2,592+265.8% | $4,379+116.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,081 | $8,190+206.2% | $7,623+229.0% | $14,365+74.6% |