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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 | $995,614 | $166,242+498.9% | $165,071+503.1% | $145,884+582.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 100.44%-89.0pp | 70.17%-58.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,467 | $5,283-34.4% | $4,347-20.3% | $4,662-25.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $56,805 | $16,658+241.0% | $12,695+347.5% | $13,392+324.2% |