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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 | $634,177 | $98,760+542.1% | $149,710+323.6% | $79,860+694.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.45% | 27.43%-9.0pp | 276.63%-258.2pp | 31.72%-13.3pp |
| Employer contribution / active EE | $26,025 | $3,217+709.0% | $4,645+460.3% | $2,471+953.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,778 | $6,053+61.5% | $9,309+5.0% | $5,306+84.3% |