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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 | $79,223+856.8% | $102,460+639.8% | $74,478+917.8% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 24.74% | 54.98%-30.2pp | 29.47%-4.7pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $976 | $2,363-58.7% | $3,025-67.7% | $2,626-62.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15,854 | $2,003+691.5% | $9,460+67.6% | $1,946+714.8% |