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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 | $563,524 | $85,060+562.5% | $70,565+698.6% | $139,487+304.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.02% | 30.39%-13.4pp | 32.79%-15.8pp | 373.84%-356.8pp |
| Employer contribution / active EE | $6,000 | $3,912+53.4% | $2,976+101.6% | $4,755+26.2% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $26,938 | $8,932+201.6% | $6,430+318.9% | $11,407+136.1% |