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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 | $1,027,747 | $124,346+726.5% | $111,306+823.4% | $167,553+513.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 28.26% | 37.46%-9.2pp | 54.67%-26.4pp | 478.89%-450.6pp |
| Employer contribution / active EE | $44,040 | $3,438+1181.1% | $2,732+1512.0% | $4,840+810.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,327 | $10,623-21.6% | $7,966+4.5% | $12,316-32.4% |