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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 | $624,013 | $110,379+465.3% | $102,412+509.3% | $145,884+327.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $16,051 | $4,216+280.7% | $3,870+314.8% | $4,662+244.3% |
| Participant deferral / active EE | $586 | $5,622-89.6% | $5,060-88.4% | $6,690-91.2% |
| Admin fee / account holder | $15,000 | $9,745+53.9% | $8,388+78.8% | $13,392+12.0% |