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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 | $658,704 | $104,251+531.8% | $91,004+623.8% | $147,586+346.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.01% | 27.06%-13.1pp | 4.60%+9.4pp | 578.59%-564.6pp |
| Employer contribution / active EE | $27,753 | $3,116+790.8% | $2,456+1030.1% | $4,876+469.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,492 | $8,948+106.7% | $5,417+241.3% | $10,886+69.9% |