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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 | $743,094 | $117,895+530.3% | $102,460+625.3% | $145,897+409.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 31.92%-19.3pp | 29.47%-16.8pp | 552.29%-539.7pp |
| Employer contribution / active EE | $12,638 | $3,619+249.2% | $3,025+317.8% | $4,663+171.1% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,204 | $13,353-91.0% | $9,460-87.3% | $13,390-91.0% |