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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 | $418,323 | $104,694+299.6% | $85,709+388.1% | $167,536+149.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.78% | 21.45%-8.7pp | 21.49%-8.7pp | 478.82%-466.0pp |
| Employer contribution / active EE | $54,169 | $3,337+1523.0% | $2,619+1968.6% | $4,839+1019.4% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,635 | $10,035+6.0% | $6,876+54.7% | $12,315-13.6% |