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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 | $806,168 | $176,786+356.0% | $146,643+449.8% | $167,536+381.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.28% | 24.04%-14.8pp | 22.75%-13.5pp | 478.82%-469.5pp |
| Employer contribution / active EE | $22,799 | $5,161+341.7% | $4,137+451.1% | $4,839+371.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,598 | $13,262-50.2% | $10,280-35.8% | $12,315-46.4% |