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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 | $717,834 | $127,790+461.7% | $106,555+573.7% | $167,536+328.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.34% | 33.88%-21.5pp | 26.80%-14.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $28,063 | $3,428+718.7% | $2,819+895.4% | $4,839+479.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,200 | $11,229-0.3% | $7,408+51.2% | $12,315-9.1% |