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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 | $714,730 | $176,402+305.2% | $134,155+432.8% | $158,950+349.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.25% | 63.66%-46.4pp | 36.34%-19.1pp | 302.91%-285.7pp |
| Employer contribution / active EE | $13,050 | $5,042+158.8% | $3,705+252.3% | $4,762+174.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,147 | $8,719-29.5% | $6,685-8.0% | $11,248-45.4% |