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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 | $873,133 | $154,209+466.2% | $130,062+571.3% | $139,487+526.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.81% | 32.52%-20.7pp | -137.37%+149.2pp | 373.84%-362.0pp |
| Employer contribution / active EE | $43,123 | $5,292+714.8% | $4,322+897.7% | $4,755+807.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $714,882 | $13,988+5010.6% | $10,601+6643.8% | $11,407+6166.9% |