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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 | $905,758 | $142,354+536.3% | $125,529+621.6% | $155,188+483.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.27% | 306.06%-293.8pp | 202.56%-190.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $45,000 | $3,501+1185.2% | $3,058+1371.8% | $4,248+959.4% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,732 | $19,392-60.1% | $16,298-52.6% | $14,480-46.6% |