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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 | $758,010 | $79,181+857.3% | $102,423+640.1% | $74,429+918.4% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 24.74% | 54.97%-30.2pp | 29.42%-4.7pp | 1368.38%-1343.6pp |
| Employer contribution / active EE | $976 | $2,362-58.7% | $3,023-67.7% | $2,625-62.8% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $15,854 | $2,002+692.0% | $9,455+67.7% | $1,944+715.4% |