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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 | $816,759 | $154,209+429.6% | $130,062+528.0% | $139,487+485.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.92% | 32.52%-14.6pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $25,000 | $5,292+372.4% | $4,322+478.4% | $4,755+425.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,403 | $13,988-54.2% | $10,601-39.6% | $11,407-43.9% |