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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 | $797,786 | $104,251+665.3% | $91,004+776.6% | $147,585+440.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.27% | 27.06%-10.8pp | 4.60%+11.7pp | 578.58%-562.3pp |
| Employer contribution / active EE | $28,794 | $3,116+824.2% | $2,456+1072.5% | $4,876+490.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $35,868 | $8,948+300.8% | $5,417+562.1% | $10,886+229.5% |