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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 | $532,941 | $98,240+442.5% | $82,313+547.5% | $147,585+261.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.92% | 30.85%-16.9pp | 25.88%-12.0pp | 578.58%-564.7pp |
| Employer contribution / active EE | $6,667 | $3,192+108.9% | $2,428+174.5% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,443 | $8,563-59.8% | $5,608-38.6% | $10,886-68.4% |