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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 | $770,026 | $83,908+817.7% | $68,509+1024.0% | $125,393+514.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.55% | 14.48%-13.9pp | 8.27%-7.7pp | 282.23%-281.7pp |
| Employer contribution / active EE | $33,846 | $3,031+1016.7% | $2,278+1385.9% | $4,866+595.5% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,351-100.0% |
| Admin fee / account holder | $36,869 | $8,982+310.5% | $5,275+599.0% | $9,541+286.4% |