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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 | $626,476 | $127,387+391.8% | $115,038+444.6% | $125,389+399.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.19% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,355 | $5,166+42.4% | $4,608+59.6% | $4,866+51.1% |
| Participant deferral / active EE | $942 | $6,423-85.3% | $6,026-84.4% | $5,352-82.4% |
| Admin fee / account holder | $27,532 | $9,516+189.3% | $8,175+236.8% | $9,541+188.6% |