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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 | $126,113+431.2% | $116,096+477.0% | $155,188+331.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.30% | 391.72%-376.4pp | 326.25%-310.9pp | 148.84%-133.5pp |
| Employer contribution / active EE | $9,481 | $2,672+254.9% | $2,503+278.7% | $4,248+123.2% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,081 | $8,045+211.8% | $7,704+225.6% | $14,480+73.2% |