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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 | $166,242+255.1% | $165,071+257.6% | $145,884+304.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.24% | 100.44%-78.2pp | 70.17%-47.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $11,723 | $5,283+121.9% | $4,347+169.7% | $4,662+151.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,663 | $16,658-54.0% | $12,695-39.6% | $13,392-42.8% |