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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 | $451,259 | $177,595+154.1% | $148,496+203.9% | $198,609+127.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.63% | 9.97%-2.3pp | 12.33%-4.7pp | 202.70%-195.1pp |
| Employer contribution / active EE | $11,022 | $4,098+169.0% | $3,497+215.1% | $5,055+118.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $82,944 | $27,010+207.1% | $19,547+324.3% | $19,030+335.9% |