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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 | $631,491 | $127,296+396.1% | $109,907+474.6% | $167,536+276.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.05% | 22.97%-3.9pp | 29.46%-10.4pp | 478.82%-459.8pp |
| Employer contribution / active EE | $7,500 | $3,325+125.6% | $2,844+163.7% | $4,839+55.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,367 | $7,119+172.0% | $6,069+219.1% | $12,315+57.3% |