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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 | $897,716 | $69,118+1198.8% | $53,647+1573.4% | $138,895+546.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 16.48% | 248.26%-231.8pp | 358.33%-341.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $11,667 | $1,189+880.8% | $962+1112.7% | $4,194+178.2% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,515 | $2,724+29.0% | $2,460+42.9% | $12,562-72.0% |