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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 | $597,300 | $115,814+415.7% | $101,275+489.8% | $158,982+275.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.47% | 56.16%-44.7pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $19,554 | $4,176+368.3% | $3,660+434.2% | $4,763+310.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,712 | $7,249+171.9% | $5,948+231.4% | $11,252+75.2% |