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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 | $988,529 | $111,814+784.1% | $103,378+856.2% | $145,978+577.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $28,750 | $4,215+582.1% | $3,870+642.8% | $4,662+516.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,856 | $9,764+82.9% | $8,401+112.5% | $13,400+33.2% |