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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 | $672,384 | $176,786+280.3% | $146,643+358.5% | $167,536+301.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.88% | 24.04%-14.2pp | 22.75%-12.9pp | 478.82%-468.9pp |
| Employer contribution / active EE | $10,133 | $5,161+96.3% | $4,137+144.9% | $4,839+109.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,374 | $13,262-82.1% | $10,280-76.9% | $12,315-80.7% |