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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 | $707,455 | $124,346+468.9% | $111,306+535.6% | $167,553+322.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.72% | 37.46%-24.7pp | 54.67%-41.9pp | 478.89%-466.2pp |
| Employer contribution / active EE | $14,124 | $3,438+310.9% | $2,732+417.0% | $4,840+191.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $31,448 | $10,623+196.0% | $7,966+294.8% | $12,316+155.3% |