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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 | $622,631 | $132,634+369.4% | $115,768+437.8% | $137,256+353.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.42% | 160.70%-148.3pp | 100.46%-88.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $34,135 | $3,360+916.0% | $2,940+1061.1% | $4,156+721.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $101,058 | $15,028+572.5% | $12,439+712.4% | $12,270+723.6% |