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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 | $590,302 | $166,089+255.4% | $164,928+257.9% | $145,978+304.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.24% | 100.26%-78.0pp | 70.08%-47.8pp | 550.52%-528.3pp |
| Employer contribution / active EE | $11,723 | $5,276+122.2% | $4,343+169.9% | $4,662+151.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,663 | $16,641-54.0% | $12,684-39.6% | $13,400-42.8% |