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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 | $924,682 | $176,402+424.2% | $134,162+589.2% | $158,966+481.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.72% | 63.66%-50.9pp | 36.35%-23.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $35,625 | $5,042+606.5% | $3,705+861.6% | $4,762+648.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,012 | $8,719-76.9% | $6,685-69.9% | $11,250-82.1% |