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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 | $520,271 | $52,678+887.6% | $75,784+586.5% | $59,633+772.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 25.02% | 2.95%+22.1pp | 9.68%+15.3pp | 2041.45%-2016.4pp |
| Employer contribution / active EE | $59,635 | $2,193+2618.8% | $3,323+1694.4% | $2,203+2607.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $33,023 | $3,610+814.8% | $5,300+523.1% | $4,297+668.5% |